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

Wealth Management: The Yearly Review

Event Information

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