Clients’ View Conference 2017: Should I stay or should I go?

Following our tradition from previous years, Compeer will be interviewing 1,000 investors, ranging from mass affluent to high net worth, and will announce the results on 29th November.

The focus of this conference is always on the view of the clients and this year the questionnaire has been designed to ascertain the main drivers behind what initially encourages a client to join a wealth manager and the needs that must be met if they are to stay with them for the long term. In an increasingly competitive and transparent market it is more important than ever to understand the expectations of the client, otherwise you risk an exodus of your existing client base and are likely to fall down the pecking order for clients seeking advice for the first time.

For example what role does technology play in delivering exceptional client service and do clients class it as a differentiator? In the event of a merger or acquisition, how likely are the clients to stay? How often do clients review the market place to see if there are better alternatives to what they are currently receiving? Do clients place more emphasis on the individual advisor or is the brand and reputation of the firm more important? What time horizon do clients project they will stay with their current advisor?

Find out the answers to these questions and more at Compeer’s conference, where we will be joined by a variety of guest speakers and panels all with expertise within wealth management.

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

CPD certificates will be issued shortly after the seminar.

Event Information

08:00 – 09:00           Registration and Breakfast

09:00 – 09:10            Introduction: Master of Ceremonies

09:10 – 09:40            Anthony Hilton, London Evening Standard

09:40 – 09:55            James Howell, Accenture – Clients’ view: Changing client expectations

09:55 – 10:25            Professor Dr Philipp Klaus – Do you want loyalty? Get a Dog. Do you want profitability? Then deliver what gets your customers’ business

10:25 – 10:55            Networking Break

10:55 – 11:25            James Brown, Compeer – Research findings from 1,000 investors

11:25 – 11:40            Farzana Khalil, Multrees

11:40 – 12:00            Dominic Brittain, Cognitive Bias – Understanding hidden thinking of clients and colleagues – cognitive biases and decision making

12:00 – 12:15            Peter Schramme, Objectway – Squaring the circle – ‘how to improve the quality of client service as well as profitability’

12:15 – 12:45            Roger Bootle, Capital Economics – The Outlook for Brexit Britain

12:45 – 12:50            Summary: Master of Ceremonies

12:50 – 13:30            Networking, drinks and canapés

Research Partner

Media Partner


Other upcoming events

Wealth Management Yearly Review 2024

Wednesday 26th June 2024
14.30 - 18.00

Sharing results from our in-depth annual benchmarking survey, Compeer will outline the key business performance trends for the UK wealth management industry.

ESG 2024: Is client demand being served effectively?

Wednesday 25th September 2024
15.00 - 18.00

Demand for ESG services continues to rise among high net worth investors. Wealth management firms are adapting their services, but is this enough? Compeer will review the comparisons between what is being offered and what clients wish to receive in the ESG space.

How To Achieve Profitable Growth

Tuesday 1st October 2024
15.00 - 18.30

Compeer, who have benchmarked the UK wealth management industry for over 30 years, have highlighted that just under 40% of wealth management firms currently make a loss or return less than 10% net margin. The average net margin for the wealth management industry, as a whole for 2022, is 23%, which appears healthy.

This event will examine why so many firms are poorly performing and the practical measures they can take to improve their performance.