WealthTech 2017: The Death of Legacy?

Compeer, along with our research partner IRESS, will be exploring how and to what extent software suppliers to the wealth management industry have improved their products and services over the last few years.

Compeer’s research suggests that software suppliers have so far not delivered quite what the sector needs. A number of new software firms have entered the industry in recent years, encouraging existing suppliers to improve their offering. We believe the time to review the quality of products and services offered to the industry has come. Compeer will interview CEOs, COOs and Heads of Technology at firms who have, or who are about to, change any of their core business systems, including the back and front office, digital and CRM components of their IT infrastructure.

Compeer will examine their decision-making process and experience of change, presenting and discussing the results at this year’s seminar.

Event Information

15:00 – 16:00    Registration and Refreshments

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

16:10 – 16:30    Peter Schramme, Objectway Wealth Management at the digital frontier – Digital solutions considerations

16:30 – 16:45    Sarah Hyams, Compeer – Research Results

16:45 – 17:05     Andrew Foster, IRESS – Research Response

17:05 – 17:35     Networking Break

17:35 – 17:55     Jerry Crossfield, L3C – We need to talk about Legacy

17:55 – 18:25     Matt Pitchford, Amazon Web Services – Delivering innovation to your biggest and oldest applications

18:25 – 18:55     Fintech Solutions – How innovative and modern technology can solve specific challenges faced by wealth management firms

18:55 – 19:00     Summary: Master of Ceremonies

19:00 – 20:00     Networking, Drinks and Canapés

Research Partner

Media Partner


Other upcoming events

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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.