Wealth Management: The Yearly Review

The markets have been challenging over the last year and 2016 did not start well, markets dipped as concerns around BREXIT grew.

So has the industry managed to control its cost base and attract new assets?

ComPeer, which has now been running the annual business performance benchmarking survey for 24 years, will share the answers with you on Wednesday, 22^nd June at Merchant Taylors’ Hall. You will also discover details of all the latest key trends and which business models have been the winners or losers.

Additionally, hear the expert views of our research partners, the industry’s trade bodies, a CEO panel and guest speakers.

Event Information

08:15 – 09:00 Registration and Breakfast

09:00 – 09:05 Introduction: Master of Ceremonies (Bruce Weatherill)

09:05 – 09:30 Anthony Hilton, Evening Standard – BREXIT for the Wealth Sector

09:30 – 09:45 Ton Kentgens, Ortec Finance

09:45 – 10:00 Peter Tyler, BBA

10:00 – 10:15 Graham Dow, Standard Life – Findings from research into platforms

10:15 – 10:40 Networking Break

10:40 – 11:10 James Brown, ComPeer – Latest trends in Wealth Management

11:10 – 11:30 Roopalee Dave, EY – Response to the latest trends

11:30 – 11:45 Chris Fisher, Multrees

11:45 – 12:00 Liz Field, WMA

12:00 – 12:30 CEO panel discussion

12:30 – 12:35 Summary: Master of Ceremonies (Bruce Weatherill)

12:35 – 13:00 Networking and Canapés

Research Partner

Media Partner

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.

Operations 2024: The business case for transformation and change

Wednesday 16th October 2024