WEBINAR – Wealth Management: Yearly Review 2020

With 2019 being another year of political uncertainty, regulatory developments, advancing technologies, market volatility, margin compression and evolving investor preferences, how has the UK Wealth Management Industry coped? Also, how have the firms adapted following market turmoil in 2020 after the breakout of COVID-19?

Is growth still on the cards? Have profits been squeezed? Where do the firms see the priority for investment and which business models have had most success?

We will also be sharing the key trends from our business performance benchmarking survey, which has now been running for more than 25 years.

Join us in the afternoon of Wednesday, 17th June to discover the answers from Compeer and find out the views from other guest speakers.

Event Information

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

16:05 – 16.15           Chris Terrell, Avaloq – “Does every cloud have a silver lining?”

16:15 – 16.40           James Brown, Compeer – “The Latest Trends in Wealth Management”

16:40 – 17:00           Panel Discussion

James Brown (Compeer), David Joyce (Crealogix), Ben Snee (LGT Vestra), Sarah Soar (Hawksmoor Investment Management)

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.

Chris Terrell, Business Development Manager – Avaloq

Chris Terrell is a Business Development Manager for Avaloq in the UK. He has 30 years’ involvement in the world of wealth management and banking, primarily in business development on the supplier side; but also running system selection projects for banks and FIs. His experience has been with front, middle and back office systems for wealth management plus private, retail, international banking; as well as risk management systems and digital platforms. His international activities have provided Chris with a global perspective.

David Joyce, CEO – CREALOGIX

David Joyce is CEO of CREALOGIX in the UK. David drives our vision of product innovation and champions the closely collaborative delivery approach which has been valued by our wealth management and private banking clients for over two decades.

More than 550 banks and wealth management firms worldwide are able boost their business growth and profitability by leveraging CREALOGIX software to modernise and continuously improve their end users’ digital customer experience.

Ben Snee, CEO – LGT Vestra

Ben is a partner and CEO of LGT Vestra. He joined from UBS Wealth Management, where he was a private banker. Prior to UBS, Ben worked at boutique advisory business Scott Goodman Harris, having joined from the private client department of PricewaterhouseCoopers.

Sarah Soar, CEO – Hawksmoor Investment Management

Sarah has 35 years’ experience in investment and wealth management having previously worked for Seymour Pierce Butterfield, Brewin Dolphin and JM Finn. She has held roles ranging from Investment Manager, Head of Office, Regional Managing Director, National Director, Business Development Director and Head of Investment Management. She was the first woman to be appointed to the board of Brewin Dolphin Holdings PLC, a FTSE 250 company.

Sarah currently sits on the board of PIMFA, the trade body of the wealth management industry, and is Chair of its Nomination Committee. Sarah is also on the Board of the Council of the Institute of Directors (IOD) where she also sits on the Nomination Committee and is Chair of the Governance Review Group.

In the past she has held external roles such as Chair of Governors of St Francis School, Pewsey and Chair of the Marie Curie Spring Arts Committee.

Married with two daughters, Sarah is a strong supporter of diversity and inclusion and is a mentor to a number of young women in the wealth management industry.

Research Partner


Other upcoming events

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Sharing results from our in-depth annual benchmarking survey, Compeer will outline the key business performance trends for the UK wealth management industry.

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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.