Webinar: Scaling your back office operations



Event Information

16:00 – 16:05           James Brown, Compeer – “Welcome & Introduction”

16:05 – 16:15           Tom Thwaites, Compeer

16:15 – 16:25           James London, SEI Investments 

16:25 – 17:00           Panel Discussion

Tony Hanlon (WH Ireland), Paul Stallard (Industry Commentator), Tom Wooders (GPP)

James Brown, Head of Client Services – Compeer

James joined Compeer in October 2006 as an analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics.  Today he manages Compeer’s team of analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards, and is actively involved in bespoke research projects.

Tom Thwaites, Senior Research Analyst – Compeer

Tom joined Compeer in January 2019 having graduated from the University of Leicester with a BSc in Financial Economics. During his time at university Tom attended Katholieke Universiteit Leuven in Belgium as part of the Erasmus program where he furthered his studies into economics, finance, business management and econometrics. He also gained work experience in Beijing on a summer internship for a Chinese consulting firm which specialises on the Belt and Road initiative.

Now, as a member of the Compeer analyst team Tom works on a variety of bespoke research projects looking into different aspects of the Wealth Management industry, presenting the findings at Compeer conferences as well as supporting the team with the annual industry report and benchmarking services.

James London, Chief Operating Officer – SEI Investments (Europe) Ltd

James London is Chief Operating Officer for SEI Investments (Europe) Limited, and is responsible for operations, technology and change management. He also participates in enterprise risk, resilience and continuity planning for the organisation.

James has over 25 years’ experience in financial services, across global banking, investment administration and wealth management. In his tenure at SEI, he has been involved in a number of aspects of the SEI Wealth Platform, including operations, relationship management, implementation, sales and solutions. He has led the ongoing evolution of our operating model, exploring and implementing a range of automation, efficiency and process improvement measures. James serves on the board of SEI Guernsey, and participates in a number of industry forums and group committees.

Tom Wooders, Head of Sales, Clearing & Wealth Solutions – GPP

Tom Wooders heads GPP’s Clearing & Wealth Services businesses.  He joined GPP in 2015 having previously worked at JPMorgan, Bank of New York, State Street and Broadridge.  His experience in these organisations encompasses diverse industry segments and geographies: working with both sell-side and buy-side clients in London, New York and Tokyo to develop enterprise solutions across execution, clearing and collateral management (banks and broker-dealers) and custody and funds accounting (asset managers and insurance firms). At Bank of New York, Tom headed Pershing’s UK sales function (covering institutional and retail brokers), while at Broadridge he was responsible for outsourced solutions pertaining to its Global Processing Solution.

Paul Stallard

Paul has worked for – and with – banks, wealth management and fintech companies throughout Europe and the Middle East including Bank Muscat, BNP Paribas, Cheltenham & Gloucester, Deutsche Bank AG, Hargreaves Lansdown, Leeds Permanent Building Society, Lloyds Banking Group, Midland Bank, Northern Rock Bank, Riyad Bank, and, TD Bank.

For 20 years, Paul has run a consultancy practice while teaching and coaching. He has an unwavering focus on maximising the customer experience. He is also Associate Director at the Centre for Digital Banking and Finance and co-founder of 2 fintech companies.

His core skills lie in business strategy – digital innovation – product management, proposition development, making digital transformation customer centric, digital marketing excellence – restoring first class sales skills through the ‘High Performance Incubator’, building successful joint ventures, partnerships and third-party collaborations, leadership in marketing, sales and business development.

Tony Hanlon, COO for Wealth, WH Ireland

Tony’s business career began as a consultant with Boston Consulting Group, focused on retail and business process outsourcing. He left to work for a client, running process outsourcing services across Europe, and subsequently helped clients like Costa Coffee, InterContinental Hotels and Expedia think through their operational strategies. He entered wealth management in 2014, bringing a retail view to the industry and has since focused on shining a customer lens on the industry. Most recently, he has been driving the turn-around and repositioning at WH Ireland where he is now COO of the Wealth business. Tony holds an MBA from the Tuck School at Dartmouth and also spent 10years in the RAF as a fighter pilot before entering business.

Research Partner


Other upcoming events

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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.

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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.