Wealth Management: Yearly Review 2023 | Compeer Limited | 20 June 2023 | Barings offices, 20 Old Bailey, London EC4M 7AN, UK
Venue
Barings offices
Barings offices, 20 Old Bailey, London EC4M 7AN, UK
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| Event Date |
Wed Jun 21 BST (over 1 year ago)
In your timezone (EST): Tue Jun 20 7:00pm - Tue Jun 20 7:00pm |
| Location |
Barings offices
20 Old Bailey, London EC4M 7AN, UK |
| Region | EMEA |
Details
Further market turmoil has caused severe pressure on asset values for UK wealth firms throughout 2022 and as such has limited growth in investment management fees – the main source of revenue for these firms.
However, costs continue to rise and therefore margin compression is evident across a large number of firms.
At Compeer’s Yearly Review conference, we are delighted to share all of the key business performance results from our annual benchmarking survey – the most extensive of its kind for this industry, covering in excess of 180 firms.
Join us and unveil the results, highlighting the extent to which firms have been impacted by the recent volatility and economic uncertainty as well as any success stories. We will also be joined by industry experts as well as a CEO wealth management panel, providing you with further insights.
Speakers
2023 Speakers
Bruce Weatherill
Master of Ceremonies
James Govan
Investment Manager & Director, Barings
Tariq Khan
Client Development Director, Objectway
James Brown
Head of Client Services, Compeer
Neil Beveridge
Senior Analyst, Bernstein
David Durlacher
CEO, Julius Baer International Limited
Jonathan Polin
CEO, atomos
Charles Boulton
CEO of Private Banking, HSBC UK Bank plc
Sponsors & Partners
2023 Sponsors
RESEARCH PARTNER:
• Compeer Limited
SPONSORS:
• ObjectWay
• AllianceBernstein
• Valuefy
• Barings
• Fis
• Investment Software Group
• Assure Thought