The Front Office of the Future: Investing in your Client

The front office is the biggest single item of cost for most wealth management firms and varies widely.

Compeer will be presenting our latest research on current front office efficiency, identifying where inefficiencies lie and suggesting possible future directions of the front office at our event on May 18th.

We will analyse front office scalability, productivity, staff remuneration and turnover, and client satisfaction and new business performance, highlighting areas for improvement. Come and hear keynote industry speakers and Compeer’s research, where attendees can discuss ways of increasing efficiency and controlling costs in this vital area, with clear client service benefits.

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

15:00 – 16:00         Registration and Refreshments

16:00 – 16:10          Introduction: Master of Ceremonies 

16:10 – 16:30          Moneyinfo – Future of the digital front office

16:30 – 16:45          Nikolai Lysiuk, Compeer – Research Results

16:45 – 17:05          IRESS – Response to the front office research

17:05 – 17:35          Networking Break

17:35 – 17:55          Wealth management case study

17:55 – 18:25         Heads of Front Office panel session

18:25 – 18:30          Summary: Master of Ceremonies 

18:30 – 19:30          Networking, Drinks and Canapés

Research Partner

Media Partner

Sponsors

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.