SFE & Capco event – Delivering a high quality of service in wealth management

Date:     Thursday 3rd October 2019

Time:     8.30am arrival, 9am start & 10am finish

Venue:  Burness Paull LLP, 50 Lothian Road, Edinburgh, EH3 9WJ

The wealth industry is starting to see some discontinuity. MIFID 2 has put strain on profit, robo has set people thinking but not really achieved that much, and some big brands are trying new things. For example, Marcus from Goldman Sachs while only a mass affluent savings product at the moment in the UK, is something the entire industry is watching closely.

Financial Services focused management consulting firm Capco, conducted some research that looked back at the fundamentals of the industry. And particularly at the quality of client service. The aim was to remind ourselves about what clients have traditionally valued and ask how that might be changing. This study included a combination of focused sessions with six successful wealth businesses, their experience in the market as well as using survey and research data from Wealth Management benchmarking firm, Compeer.

Join us as we discuss key findings and highlight new trends, considering how best to meet the needs of both today and tomorrow’s wealth client.

Speaker

Derek Pennor has over 25 years of experience across the investments industry. His career began in the back office, then progressed to designing and developing market risk frameworks in the dealing room of the Bank of Scotland in London. He worked on Market and Credit risk, and in the front office as an investment analyst and fund manager at Foreign & Colonial’s structured products. This was followed by a 14-year stint in consulting, where he led a range of projects covering value change, operating model, risk and regulation, and post-merger integration. Derek has a wealth of experience across the investment management value chain and his experience also extends into wealth and insurance. Currently, Derek leads the Wealth, Asset Management and Insurance practice in Scotland for Capco.

To reserve a place please click on the link below.

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