Breakfast Briefing – The wealth management firm of 2025
1st April 2020 – Objectway and Goodacre are delighted to set the next instalment in our series of popular Breakfast Briefings focused on the wealth management firm of 2025.
1st April 2020
8:30am – 11:00am
The Wealth Management firm of 2025
Objectway and Goodacre
During the briefing we will be exploring the current and future trends of the Wealth Management industry. We will share the results of the exclusive report The wealth management firm of 2025 set with over 20 Senior Executives from some of the UK’s largest wealth and discretionary investment managers, to understand the key issues facing UK firms, the improvements required and how they believe industry will evolve over the next five years.
Among the topics highlighted in the report:
- automation wherever it adds value and efficiency, whilst implementing software solutions that work in synergy;
- the need for CRM to evolve into a client management system covering on-boarding, re-boarding, client reviews;
- the integration with front-end tools and back-offices systems;
- the cloud, security, and outsourcing in the future.
1st April 2020, M Restaurant 2-3 Threadneedle walk, 60 Threadneedle Street, London
Attendance is strictly by invitation only and the Chatham House rule applies. There are no charges involved and the event qualifies for 1 Hour of certificated CPD.
Meet us at our booth or book a meeting here.