With COVID-19 causing extreme market volatility and uncertainty, investors are likely to have shifted their investment requirements both in the short and long term. Compeer will therefore be conducting end investor research focusing on understanding their views on key investment themes.
The research will consist of interviews with 500 affluent and high net worth investors, all of which are currently receiving financial advice from either a wealth manager, private bank or IFA. Areas to be covered will include:
• The importance of investment performance as part of the wealth management service
• The evolving expectations of clients when using wealth managers to reach their financial goals
• The impact of increased digital engagement and communication on client experience
We hope you can join us for this webinar, where Compeer will share the research results, as well as being joined by guest speakers and a panel of leading industry figures to share their views.
Please use the form below to register your interest in attending this webinar. A member of the Compeer team will then be in touch shortly.
There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.
CPD certificates will be issued shortly after the webinar.