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.
For example, recent findings show a substantial variance in operational spend, with the inefficient firms spending more than 5 times that of the top performers. This is putting significant pressure on margins causing a large proportion to be loss making or barely breaking even.
Also, hear from leading suppliers to the UK wealth industry whose solutions could help support firms in their push for transformational change, and a panel of wealth management professionals sharing their first-hand experiences.
There is no charge for this event for representatives of wealth management firms and private banks. A charge of £300 + VAT applies for service providers.
CPD certificates will be issued shortly after the event.