WEBINAR – Making your firm an “attractive” place for Millennials to work

Compeer research shows that the UK wealth management sector has experienced a significant growth in assets in recent years. There are close to 37,000 people directly employed in the industry and as the average age of advisers continues to rise, the next generation of wealth managers need to come from somewhere.

In this competitive environment, attracting millennials to their workforce could be highly beneficial for the wealth management firms and a hidden route to expanding their client base to include younger clients. Using Compeer’s data, our parent company Parkwell will be looking at the important question of what it takes in this tech dominated age to attract the brightest and best of this generation working in the sector?

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Event Information

16:00 – 16:05           Dan Macey, Parkwell – “Welcome & Introduction”

16:05 – 16:15           Zandile Nkhata, Investec Wealth & Investment

16:15 – 16:25           Prash Arora, Parkwell

16:25 – 16:55           Panel Discussion

Zandile Nkhata (Investec Wealth & Investment), James Gordanifar (EY), Jacqui Falvey (ForrestHR)

16:55 – 17:00           Dan Macey, Parkwell – “Conclusion”

Dan Macey – Senior Recruiter – Parkwell

Dan has a wealth of experience in private banking search and selection. He has recruited for many of the world’s leading banks as well as smaller institutions and family offices in the UK, Europe and emerging markets. Dan heads up Suffolk Lane Search and is responsible for developing new business while maintaining existing relationships with key clients.

Prash Arora – Senior Consultant – Parkwell

Prash is a senior consultant at Parkwell with over 10 years search experience focusing on mid to senior level appointments within wealth and asset management, including Private Banks and Hedge Funds. Prash is CFA qualified and began his career in asset management in Edinburgh before moving to the City as a Fund Manager covering European equities and structured products for institutional clients.

Zandile Nkhata – Belonging, Inclusion and Diversity Lead – Investec

Zandile Nkhata is currently the Belonging, Inclusion and Diversity Lead at Investec Group responsible for driving a vision and strategy where it’s easy to be me! A Fellow Chartered Certified Accountant (UK) with an Executive MBA she is currently a Doctoral student at Middlesex University exploring how to create organisational cultural shifts in building an inclusive work environment.  She has over 20 years work experience across two continents. She has worked with both Senior and Executive Management including CEOs, Cabinet Ministers, Vice Chancellors and Executive Television Producers. She is married, lives in Blackheath and, in lockdown, has taken up (very slow) running!

James Gordanifar – Head of Student Talent Attraction and Acquisition – EY

James is the Head of Student Recruitment for one of the UK’s largest volume student recruiters and professional services firm, EY. He believes that people are an organisation’s greatest asset and finding the right talent, as well as subsequent investment in their ability, is fundamental to success. He is passionate about fighting for social justice, diversity and inclusion, as well as embracing innovation and delivering a market beating candidate experience.

Jacqui Falvey – Senior HR Consultant – ForrestHR

Jacqui has over 15 experience in the HR and employee training industry across a range of companies providing HR support and specialist employee training to the highest level resulting in better qualified and more productive employees.

In 2019 she joined ForrestHR as a senior consultant to provide truly flexible HR support to companies from high quality HR executives with no long contracts or tie-ins. ForrestHR can provide ad-hoc support or fixed monthly contracts where the client is in total control of the service provided and HR spend. They can provide a HR revamp, Day to Day HR support, Companies restructures, GDPR compliance and Employee relations. They also supply market leading software to make the whole HR journey more efficient and less time consuming.

In 2020 Jacqui became a director of Forrest Training Academy to support clients who consistently asked us for these services. The Training Academy provides bespoke training built around the client and can be provided online or in person.

Research Partner

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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
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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.