Consistently we see average revenue return on discretionary and advisory services falling for wealth managers as competition and increased transparency drives down fees, while more standardised services can be offered at lower rates. However, have end investors noticed this and do they believe they are receiving good value for money from their advisor?
Compeer are delighted to share the latest findings from our survey of 500 high net worth investors (all actively investing and so a key target market for your firm), detailing the value for money scores over the years and major issues that firms need to address if they wish to be classed as high value.
Join us on 27th November to hear the results from Compeer, as well as other topic-linked presentations and an insightful panel discussion session with experts from within the industry who are kindly willing to share their first-hand experiences.
ACCESS SLIDES

WATCH THE RECORDING
