Throughout the pandemic the UK wealth management industry has continued to grow, highlighting its resilience in all market conditions. Many clients have therefore stayed with their current provider, even in periods of severe market downturns.
However, further growth is far from inevitable and client expectations are likely to have changed in the past year – not only with the desire for firms to embrace new digital offerings, but also increasing demand for ESG and other sustainable investments as more consider how they can have a positive impact in a world that is full of uncertainty.
In Compeer’s annual review of the Clients’ View we will be sharing research findings from interviews with affluent and high net worth investors, ascertaining along the way exactly how client expectations have evolved in recent years and where they wish to see wealth management services progress going forward.
We will also be joined by guest speakers to share their expert views on delivering the best service to clients, as well as a panel of wealth management professionals to share their first-hand experience.
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