WEBINAR – Remuneration – Winners & Losers

Compeer has run its remuneration survey of the UK wealth management industry twice yearly for over ten years and today it includes data from over 10,000 individuals, thereby representing close to 1/3 of the industry’s workforce.

In light of current circumstances and in conjunction with Parkwell Management Consultants we will be hosting a webinar on the topic “Remuneration – Winners and Losers” where we will share the key trends in the Wealth Management industry arising from these surveys including:

We will also include an insight into recruitment & HR challenges currently being faced by the sector. With most surveys suggesting that over 60% of professionals prefer working from home and over 90% expecting a flexible WFH policy to continue, employee engagement and talent management are key subjects for business leaders.

Join us on the afternoon of Thursday 9th July to hear from the experts and engage in a Q&A session.

CPD certificates will be issued shortly after the webinar

Please use the form below to register your interest in attending this webinar.

Event Information

16:00 – 16:05           Dan Macey, Parkwell – Welcome & Introduction

16:05 – 16.20           James Brown, Compeer – “Remuneration in Wealth Management”

16:20 – 16.30           Prash Arora, Parkwell – “Challenges & Opportunities”

16:30 – 16:55           Panel Discussion

David Howard (Rathbones), Emma Hardiman (Charles Stanley), Martin Perrin (Fiske)

16:55 – 17:00           Dan Macey, Parkwell – Conclusion

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.

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.

David Howard, Head of Client Service and Proposition – Rathbones

Having first qualified as a Chartered Accountant, David has spent over 30 years in retail financial services. Starting within financial roles he subsequently progressed to the position of Chief Operating Officer for Insinger de Beaufort from 2004 to 2008 and for Williams de Broë from 2008 to 2012 before joining Brewin Dolphin as Chief Administration Officer in 2013. Since 2016 David has been Head of Client Service and Proposition at Rathbones.

Emma Hardiman, Commercial Analytics Director – Charles Stanley

Following her graduation from the University of Essex, Emma qualified as a Chartered Management Accountant before taking her first role in financial services in 2007. Emma has built her career in the asset management sector and has held varied roles, building her financial and analytical expertise at BNY Mellon, RBS/Coutts and Aviva Investors before joining Charles Stanley in 2012. During Emma’s time at Charles Stanley she has managed successful teams in the finance function, CEO Office and her current role is leading a team focusing on Commercial Analytics.

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Tuesday 1st October 2024
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This event will examine why so many firms are poorly performing and the practical measures they can take to improve their performance.