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Overview

Throughout the pandemic the UK wealth management industry has continued to grow, highlighting its resilience in all market conditions. Many clients have therefore stayed with their current provider, even in periods of severe market downturns.

However, further growth is far from inevitable and client expectations are likely to have changed in the past year – not only with the desire for firms to embrace new digital offerings, but also increasing demand for ESG and other sustainable investments as more consider how they can have a positive impact in a world that is full of uncertainty.

In Compeer’s annual review of the Clients’ View we will be sharing research findings from 500 affluent and high net worth investors, ascertaining along the way exactly how client expectations have evolved in the past year and where they wish to see wealth management services progress going forward.

We will also be joined by guest speakers to share their expert views on delivering the best service to clients, as well as a panel of wealth management professionals to share their first-hand experience.

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.

Booking and Registration Information

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Details

Date:
24th November
Time:
16:00 - 17:00
Event Category:
Website:
https://compeer.co.uk/event/clients-view-2021/