News & Events

LONDON, 1st December 2015

THE CLIENTS' VIEW: THE NEXT GENERARION


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?

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'.

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.