The Front Office is one of the most important and expensive areas of a wealth management business, so the question of whether firms are getting value for money, both from their front office professionals and from the systems they use, is crucial.
Compeer will be drawing from our extensive database of over 20 years’ worth of benchmarking data in order to investigate the significant variation between firms and the consequential effect on their top and bottom lines.
Join us on the 21st May when all this and more will be unveiled at the conference, where industry experts will also be sharing their views.
There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.
CPD certificates will be issued shortly after the seminar