The Clients' View: The Next Generation
01 December 2015
08:00 - 17:30
ETC Venues - Fenchurch Street - City Suite
43/44 Crutched Friars
Please call 020 7648 4830 or email firstname.lastname@example.org
Please feel free to forward this invite to your colleagues. The cost to attend is £0.00 + VAT/attendee
This autumn, ComPeer will be interviewing 1,000 investors, ranging from the mass affluent to the high net worth and announcing the results on Decembe 1st. Having previously tackled their views on the quality of service and regulatory changes, this year we will be focussing on the 'Next Generation'.
Many Wealth Managers have an average client age of 60+, with services to match their needs. However, are these services sufficient to meet the needs of the next generation, or will the inherited wealth be transferred to a competitor? Do wealth management firms have a coherent strategy for attracting and retaining the younger age group? Does it require more than adding a few apps to the current service proposition?
Find out the answers to these questions and much more at ComPeer's conference, where we will also be joined by a variety of guest speakers including industry experts, trady body and wealth management panels, high-profile commentators and top economists and fund managers, providing an engaging and insightful day.
There is no charge for this seminar for representatives of wealth management firms and private banks. A charge applies for service providers.
08:00 - 09:00 Registration and Breakfast
09:00 - 09:05 Welcome: Bruce Weatherill (Master of Ceremonies)
09:05 - 09:45 Robert Taylor, FCA
09:45 - 10:15 Peter Smith, TISA
10:15 - 10:45 Networking Break
10:45 - 11:05 Chris Fisher, Multrees
11:05 - 11:40 Trade Bodies Panel Session: John Barrass (WMA), Eric Leenders (BBA), Keith Richards (PFS), Chris Hannant (APFA)
11:40 - 12:00 Mark Taylor, Equiniti
12:00 - 13:15 Networking Lunch
13:15 - 13:45 Investor Research Findings: James Brown, ComPeer
13:45 - 14:05 Research Response: Kimberly Yurisich, EY
14:05 - 14:35 Wealth Management Panel Session: Colin Nelson (St James's Place), Rob Hemphill (Coutts), Simon Edwards (UBS), Kimberly Yurisich (EY)
14:35 - 15:00 Networking Break
15:00 - 15:20 Sarah Soar, JM Finn - Next Generation - A Strategic Approach
15:20 - 15:50 Anthony Hilton, London Evening Standard
15:50 - 16:20 Roger Bootle, Capital Economics
16:20 - 16:50 Gervais Williams, Miton Asset Management
16:50 - 17:00 Summary: Bruce Weatherill (Master of Ceremonies)
Bruce Weatherill - Non Executive Director, ComPeer (Master of Cermonies)
Bruce is a Chartered Accountant with over 35 years’ financial services industry experience around the world. He was a partner in PwC for 20 years and is now a non-executive director of ComPeer as well as other companies.
James Brown - Head of Client Services, ComPeer
James joined ComPeer in October 2006 as an Analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics. Today he manages ComPeer’s team of Analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms' business performance. He regularly provides recommendations during presentations to Executive boards and is actively involved in bespoke research projects.
Rob Taylor - Head of Wealth Management and Private Banking, FCA
Since February 2014, Rob Taylor has been the Head of the Wealth Management and Private Banking Department at the Financial Conduct Authority. He has also worked in venture capital and is former chief executive of Kleinwort Benson Bank, the London-based merchant and private-client banking group. He is currently Chair of the University for Creative Arts in Kent and Surrey, Chair of the Whitechapel Gallery and a non-executive director of Trumans Brewery and of the East London NHS Foundation Trust. Rob is an investor and adviser to companies involved in virtual data storage, online therapies, on-line investment management and multi-media publishing and digital gaming technology. He has worked for American, French, German and British financial services companies for more than 20 years, including Merrill Lynch, SG Hambros as MD of the London operation, Coutts as Head of Private and Corporate Banking and Dresdner Bank as shareholder of Kleinwort Benson.
He worked in the United States, Germany and Britain and has had responsibility for product distribution throughout Europe and the Middle East. He has also sat on the boards as both executive and non-executive director of financial services related businesses in London and Dubai. He has held senior management positions as an executive committee member for more than 13 years of his career. His executive management career centred on the development and execution of business, marketing and brand strategies in private banking and asset management businesses.
He began his career working in American politics and as a financial journalist in New York. He is a public speaker at financial services conferences and is an outspoken supporter of LGBT career opportunities in the City as well.
Roger Bootle - Managing Director, Capital Economics
One of the City of London’s best-known economists, Roger Bootle is Managing Director of Capital Economics. He is also an Honorary Fellow of the Institute of Actuaries and a Specialist Adviser to the House of Commons Treasury Committee. Roger is a regular columnist for The Daily Telegraph and has also written several books including his new book, The Trouble with Markets, which analyses the deep causes of the recent financial crisis and discusses the threats to capitalism arising from it and the widely acclaimed Money for Nothing. In July 2012 it was announced that Roger and a team from Capital Economics had won the Wolfson Prize, the second biggest prize in Economics after the Nobel.
Anthony Hilton - Finance and Business Commentator, The Evening Standard
Anthony Hilton joined Fleet Street in 1968 as a Trainee on the Guardian. He moved to New York for the Sunday Times in 1979, returning to become a City Editor of the Times in 1981 and moved to the Evening Standard in 1984 where he has served as City Editor, Managing Director and Financial Editor. Currently he is the finance and business commentator for the Evening Standard and a weekly columnist for The Independent.
In addition was a visiting professor in economics at London Metropolitan University in 2010-2012 and in 2010 was awarded an honorary degree in recognition of his journalism by the University of Aberdeen.
Anthony has won many other awards notably the 2007 “Decade of Excellence Award” for business and financial journalism given annually by the World Press Awards in competition with a short list of writers from Fortune, and the Wall Street Journal and other English language titles and the Wincott Award in 2002. More recently he won the Association of British Insurers “Commentator of the Year”, two years in a row and was shortlisted as economics commentator and as business commentator of the year at the Editorial Intelligence Awards in 2011 and 2012
In addition to journalism he has also had a commercial career, being involved with the launch of several magazine and publishing companies, serving as a non executive director of an insurance company and a management consultancy and serving for six years as chief executive of the Evening Standard and a director of Associated Newspapers Ltd, owners of the Daily Mail.
Gervais Williams - Managing Director, Miton Asset Management
Gervais Williams joined Miton Group plc in 2011. He manages a number of funds that aggregate to over £1bn, including the Miton UK MicroCap Trust. He is also Managing Director at Miton Group plc, the independent listed fund management group. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, a board member of the Quoted Companies Alliance and a board member of The Investment Association. He is also on the EU Taskforce reviewing why the number of smaller IPOs has declined over recent decades. Gervais Williams published his first book 'Slow Finance' in the autumn of 2011, and his second book 'The Future is Small' was published in November 2014.
Gervais is Fund Manager of the CF Miton UK Multi Cap Income Fund, CF Miton UK Smaller Companies Fund, Miton Income Fund, Diverse Income Trust plc, The Investment Company plc and Miton UK MicroCap Trust plc. He was recently awarded Fund Manager of the Year 2014 by What Investment.