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Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues to grow. Find out if this continues to be the case at Compeer’s yearly review conference.
We will be sharing all the key trends from our business performance benchmarking survey, which has now been running for more than 25 years. Discover the latest figures for Investment Assets as the industry approaches the £1 trillion mark. Have profits been squeezed as many predicted? Is the return on assets still on the decline? Where do the firms see the priority for investment and how has this changed in recent years? Which business models have had most success?

All this and more will be unveiled at the conference, where Compeer will also be joined by industry experts and panel discussions to share 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.


08:00 – 09:00 Registration and Breakfast

09:00 – 09:05 Introduction: Master of Ceremonies, Bruce Weatherill

09:05 – 09:25 TBC

09:25 – 09:45 Peter Tyler, UK Finance

09:45 – 10:15 James Brown, Compeer

10:15 – 10:45 Networking Break

10:45 – 11:15 Nicky Morgan MP, Chair of the Treasury Select Committee

11:15 – 11:35 Liz Field, PIMFA

11:35 – 11:55 Avaloq

11:55 – 12:30 CEO Panel Session

Charlotte Ransom (Netwealth Investments), David Cobb (Smith & Williamson Investment Management), David Durlacher (Julius Baer), Tracey Davidson (Handelsbanken Wealth Management)

12:30 – 12:35 Summary: Master of Ceremonies, Bruce Weatherill

12:35 – 13:00 Networking and Canapés



27th June 2018
08:00 - 13:00
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Merchant Taylors’ Hall
30 Threadneedle Street
London, EC2R 8JB
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