Client's View 2019 | Compeer Limited | 4 December 2019 | Fishmongers' Hall, London, EC4R 9EL, UK

With increased complexities and rising costs of living, planning for the future is at the forefront of many investors’ minds. These tasks, whether it be inheritance tax planning, retirement planning or all-round wealth planning, are traditionally undertaken by a professional adviser or IFA. However, an increasing number of wealth management firms are now looking to bring these services in-house, thereby providing a one-stop shop for investors, meeting all of their financial needs.

But what exactly do these investors expect and demand from a planning service, how much are they willing to pay for it, and at what age should these discussions be taking place? Also, is the prospect of having all financial services provided by one firm an attractive proposition for them?

To answer these, and many more questions relating to planning for the future, Compeer will be interviewing 1,000 high net worth and affluent investors to ascertain their views. Join us on the 4th December when we will share the key findings, whilst being joined by a variety of guest speakers with expertise in this area.

2019 Speakers

Wei Lei
Head of EMEA Investment Strategy, BlackRock ETF and Index Investments

Alberto Cuccu
CEO & Chief Client Solution Officer, Objectway LTD

Charles McCready
Strategic Policy Director, TISA

James Brown
Head of Client Services, Compeer

Daryl Roxburgh
Global Head, BITA Risk

Nikolaus Wenzl
VP Business Development, Finimize

Svenja Keller
Head of Wealth Planning, Killik & Co

John Williams
Head of Wealth Planning, Nedbank Private Wealth

Scott Stevens
Director of Recruitment & Acquisitions, Quilter Financial Planning

Susie Hillier
Partner, Head of Wealth Planning, Stonehage Fleming

2019 Sponsors and Partners

RESEARCH PARTNER:
• Compeer Limited

MEDIA PARTNER:
• TheWealthNet

SPONSORS:
• 1st Risk Solutions
• ObjectWay
• Bitarisk
• TheWealthMosaic
• Finimize