WealthTech 2016

How to Keep Pace with the Technology Demands of D2C, Pensions and Regulation

ComPeer along with research partner EY, are setting out to test our hypothesis by interviewing wealth management CEOs and Heads of IT. We believe wealth managers are constrained by legacy IT architecture and some struggle to source the skills, knowledge and management capacity needed to meet the challenges associated with legacy systems.

The evolving environment in wealth management IT requires different technologies and capabilities. Direct to Consumer offerings, regulation and pension reforms are some of the major challenges faced by firms in the current environment. We believe the winners will need to transform their IT architecture in order to meet these challenges. We welcome you to attend and take part in the discussion.

Event Information

15:30 – 16:00    Registration and Refreshments

16:00 – 16:10    Introduction: Roy Wood (Master of Ceremonies)

16:10 – 16:30    Saxo – How Outsourcing Can Improve Your Digital Offering

16:30 – 16:45    Nikolai Lysiuk, Senior Analyst, ComPeer

16:45 – 17:05     GBST – Research Response

17:05 – 17:35     Networking Break

17:35 – 17:55     EY – Research Response

17:55 – 18:25     Graeme McGowan, Technical Director, BeCyberSure

18:25 – 18:40     Kostas Kotsiopoulos, Global Sales Director, Profile Software

18:40 – 18:50     Summary: Roy Wood (Master of Ceremonies)

18:50 – 20:00     Networking, Drinks and Canapés

Research 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.