Wednesday 25th September 202415.00 - 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.
Tuesday 1st October 202415.00 - 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.
Wednesday 16th October 202415.00 - 18.00
As firms continue to face challenges to achieve operational efficiency and scalability, Compeer will review the current state of play for the UK wealth industry and highlight where transformation is required.
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