How to improve operational efficiency

In our latest Operations event, Compeer will share their unique insights into the current state of operational efficiency for the UK wealth industry and how firms can achieve improvements in this area.

We will utilise our extensive data set from over 160 firms to show the variance in key ratios across the sector and discuss why the top achievers are far ahead of the crowd when it comes to their back office functions. After all, margins are under pressure with markets tumbling, and so any potential efficiency gains or cost savings should be gratefully received.

Join us on 13th October 2022 to hear our views, when we will also be joined by guest speakers with experience in improving operational efficiency, as well as a panel of wealth management professionals sharing their knowledge of running businesses in this industry.




Event Information

15:00 – 15:30           Networking

15:30 – 15:35           Welcome & Introduction

15:35 – 15:50           Chris Holder, Bristows LLP

15:50 – 16:05           Haydn Webley, FIS

16:05 – 16:20           James Brown, Compeer

16:20 – 17:00           Wealth Management Panel Discussion

(Karrie Tilburn – KA Watson, Harriet Griffin – Kingswood Group, Martin Perrin – Fiske)

17:00 – 18:00           Networking

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.

Haydn Webley – Senior Solution Consultant, FIS

Haydn Webley is a Senior Solution Consultant in the Banking and Payments Division at FIS.

Haydn has worked in various roles within Wealth/Data management for over 35 years. The bulk of this time was spent at ICE Data Services, working in both Product Management and Sales Support Functions, where he was responsible for a range of Global Strategic Relationships. In this capacity Haydn has been a speaker at a range of industry events and client conferences, including the SIA annual conference in New York.

Latterly, Haydn was the Partners Director at SIX Financial, where he was responsible for Third Party and Software relationships in the UK, Ireland and the Nordics.

Martin Perrin – Non Executive Director, Fiske plc

Martin Perrin qualified as a Chartered Accountant with Peat Marwick Mitchell. He is a Chartered Fellow of the Chartered Institute of Securities and Investment. His career has embraced wide experience of multinational finance and operations in industry, where directorships have included Qualcomm Telecommunications Ltd and Vipera plc as well as investment management and corporate finance experience at Grahams Rintoul and Lazard. He is a director of the stockbrokers and investment managers: Fiske plc and of an investment trust: The Investment Company Plc.

Harriet Griffin – Chief Operating Officer, Kingswood Group

Harriet joined Kingswood Group in March as COO from Charles Stanley where she held role of COO of their Private Client Investment Management business and brings considerable experience in investment operations management, process and control. Harriet is a graduate of the University of Bath, a Chartered Member of the CISI and holds an MBA from Cranfield University. Harriet is the chief operating officer at Kingswood Group.

Karrie Tilburn – Managing Director, KA Watson

Karrie has over 15 years’ experience in the Industry. She has worked on many large scale projects for Private and Investment banks with a focus on Software Implementation and Data Migration projects. Karrie is ATT qualified and a member of CISI. Karrie founded KAWC in 2009, to provide specialist Capital Gains Tax and Investment Administration services, primarily to Investment Banks and Private Wealth Managers.

Chris Holder – Partner, Bristows LLP

Chris is an experienced commercial IT lawyer who was one of the first specialist IT outsourcing lawyers in the UK and one of the first to recognise the significance of AI and robotics for the future development of technology and the law.

Chris has worked in the IT sector since qualification in 1991. He was one of the first wave of specialist IT outsourcing lawyers in the UK, having worked for both IBM UK and Shaw Pittman in this role from the mid-1990s/early 2000s.

He has advised suppliers and customers alike in relation to large scale, national and international IT infrastructure and business process outsourcing transactions. This has included many examples of data centre, application development and maintenance, telecoms networks and desktop service deals, either together or as separate ‘tower’ transactions.

With regards to BPO transactions, Chris has advised clients involved in F&A, HR and logistics and for other, more general IT commercial deals, has also advised clients in relation to systems integration, agile software development, hardware purchase, website development and hosting, e-commerce and AI and robotics agreements.

He is a regular speaker on all of the above topics and was recently the co-chair of the Technology Committee of the International Bar Association (IBA), with whom he continues to collaborate.

Research Partner


Other upcoming events

Wealth Management Yearly Review 2024

Wednesday 26th June 2024
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.