Wealthtech 2021 Webinar – The ‘Next Normal’ Post COVID-19

With the wealth management industry facing irreversible change post-Covid-19, technology is firmly at the top of the agenda for most firms.  Their focus has ranged from accelerating the investment in digital solutions in order to improve  levels of client service to the forced transition of remote working and ensuring operational resilience. 

Whilst the industry’s technological capabilities remain immature relative to the financial services sector, there is now an unprecedented need for wealth management firms to address changed client expectations and to utilise technology to transform their service delivery and operating model.

Our webinar aims to look more closer at this opportunity and highlight the role WealthTech can play in the following areas:



Event Information

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

16:05 – 16:15           Neil Bridger, Athena Global – “Automation – the next frontier in WealthTech”

16:15 – 16:25           Tom Thwaites, Compeer

16:25 – 16:40           Tariq Khan, Objectway – “Why is digital improvement a MUST have for WM firms in the next normal?”

16:40 – 17:10           Panel Discussion

Nick Rosser (Saunderson House), Chris Handley (Rathbones), Simon Boyley (LGT Vestra)

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.

Neil Bridger – Guest speaker for Athena Global

Neil is a Business Executive from the Financial and Information Technology Services industries with an established career in Senior executive positions for various blue chip companies. He has successfully run the Trading Floor as well as lead the International IT estate within Lloyds Banking Group, as well as key roles in National Westminster Bank.

Moreover, he has extensive experience in IT Outsourcing Commercial Management and Leadership roles in Service Sales in a number of IT Service organisations including IBM and Wipro Technology Services.

This gives Neil in-depth understanding of transitioning and executing key strategies, achieving Revenue, Cost and Service goals with a thorough knowledge of how to thrive and succeed in a UK or a complex International matrix organisation.

Tom Thwaites, 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.

Tariq Khan, Director of Client Services – Objectway

Tariq Khan is Director of Client services at Objectway – providers of front to back office software solutions to Wealth managers. Tariq has been working with UK wealth managers for over 10 years with a focus on digital transformation. Recently he has been spending a lot of time with senior executives discussing how firms can make the most of digital solutions in order to improve their client experience and their own operational efficiency.

Chris Handley, IT Strategy & Change Director – Rathbones

Chris is an Enterprise Architect, Strategist and Technical Evangelist who has been with Rathbones since February 2017. He has 21 years’ experience in Information Technology, with 10 of those in financial services having also previously worked for Callcredit (now TransUnion UK). Chris has broad industry experience and qualifications, whilst also being a member of the BCS having been awarded Chartered IT Professional status in 2009.

Chris enjoys scuba diving and rock climbing using both as good excuses to travel the world.

Nick Rosser, Head of Information Technology – Saunderson House

Nick is Head of Information Technology for Saunderson House, an award-winning independent firm of wealth managers focused on private clients.  Nick plays a leading role in defining and supporting the business lead technology strategies across the organisation.  He has over 25 years’ of experience working within financial services in roles within technology, operations and client advice at firms including Jupiter Asset Management and BDO LLP.

Simon Boyley, Head of IT & Business Solutions – LGT Vestra

Simon is Head of IT & Business Solutions and Partner at LGT Vestra. LGT Vestra is a partnership between the executive partners and the private banking group LGT, owned by the Princely Family of Liechtenstein. Simon is responsible for defining technology strategies across the organisation. He has over 20 years experience in financial services technology, having previously worked for NEST Pensions and Australian Unity.

Research Partner


Other upcoming events

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.

Operations 2024: The business case for transformation and change

Wednesday 16th October 2024
15.00 - 18.00

As firms continue to face challenges to achieve operational efficiency and scalability, Compeer will review the current state of play for the UK wealth industry and highlight where transformation is required.