Loading Events
  • This event has passed.

There has never been a year quite like 2020, and let’s hope there isn’t another one like it as the world continues to battle the COVID-19 pandemic.

Multiple industries are fearing for their future, unable to adapt to unforeseeable conditions. However, how has the UK wealth management industry fared?

The industry was a picture of health prior to the pandemic, continuously breaking records in business performance measures such as assets, revenues and profits. It has shown exceptional resilience in the past, and 2020, to its credit, has continued in this manner.

As firms embraced working from home and focussed on digital enhancements, they have overcome the disruption caused by market turmoil in the first half of the year. Find out these results in detail at Compeer’s upcoming Yearly Review webinar, as we take a look back at all of the key trends following our in-depth review of business performance of 160+ wealth managers, private banks and execution only stockbrokers.

Which firms have capitalised on working conditions the best?

Have more records been broken?

Where are the key investment areas for firms?

Have firms managed to address the issues with scalability seen in previous years?

We will also be joined by industry experts to share their views, as well as a panel of wealth management professionals to share their first-hand experience of running wealth management firms throughout a pandemic.

We hope you and your colleagues can join us on 24th June.

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.

Details

Date:
24th June 2021
Time:
16:00 - 17:00
Event Category:
Website:
https://compeer.co.uk/event/wealth-management-the-yearly-review-2021/