Virtual Event

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Event Date Wed Oct 13 EDT (8 months ago)
Location Virtual Event
Region All

The wealth management industry has responded to a year of unprecedented change by embracing a more flexible operating model. Whilst the primary focus for firms has been to maintain client relationships and utilise digital channels to strengthen interactions, the underlying importance of back office operations in supporting this has also been recognised.

Following a period of remarkable resilience, asset growth has more recently been dependent on market movement and acquisitions. Wealth management firms have also faced rising costs and decreasing revenue margins. Meeting future business growth ambitions against such conditions will increasingly require firms to address the scalability of their back office operations.

Our webinar aims to look more closely at how cost reductions and productivity gains can be achieved through the following means:

• Aligning the back office with the front-end client experience through technology
• Evaluating the true costs of maintaining legacy systems
• Considering the role of outsourcing to increase operational efficiency


2021 Speakers

James Brown
Head of Client Services – Compeer

Tom Thwaites
Senior Research Analyst – Compeer

James London
Chief Operating Officer – SEI Investments (Europe) Ltd

Tom Wooders
Head of Sales, Clearing & Wealth Solutions – GPP

Paul Stallard

Sponsors & Partners

2021 Sponsors


• Compeer Limited