Objectway and Goodacre are delighted to set the next instalment in our series of popular Breakfast Briefings, due to take place on the 1st April, focused on the Wealth Management firm of 2025.

During the briefing we will be exploring the current and future trends of the Wealth Management industry. We will share the results of the 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 cloudsecurity, and outsourcing in the future.

Details: 

The session is reserved for financial institutions only.
Date:     April 1st 2020
Time:    08:30 to 11:00 prompt.
Venue: M Restaurant, 2-3 Threadneedle walk60 Threadneedle StreetLondon, EC2R 8HP
A map to the venue can be viewed HERE.

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.

For more information on the event and attendance, please contact us at the link below.

COVID-19: due to the current global health circumstances, Objectway and Goodacre have decided to postpone the event as precautionary measure in respect of our teams, partners and attendees.

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