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Compeer will share all of the key business performance trends from it’s extensive annual benchmarking survey of the UK wealth management industry.

One record that we know has been broken is that of Assets under Management, with many firms going above and beyond the market growth as assets continue to flow into the sector. It is therefore no surprise that it remains a very tempting industry for new start-ups.

However, a significant proportion of firms are loss making and costs continue to rise. Some are intentional as firms embrace new technology to try and find a differentiator from their peers. But others such as compliance costs are forced upon them and are squeezing margins.

We invite you to join us at our Yearly Review event, where a wide variety of statistics will be provided that can help to support strategic decisions for any firm in this industry.

We will also be joined by guest speakers with an array of industry expertise as well as a panel of wealth management professionals, sharing their first-hand views.
Please use the form below to register your interest in attending this event. A member of the Compeer team will then be in touch shortly.

There is no charge for this event for representatives of wealth management firms and private banks. A charge of £250 + VAT applies for service providers.
CPD certificates will be issued shortly after the event.


Booking and Registration Information

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22nd June
15:00 - 17:30
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