Top Tweets for #compeerlive
Tune in at 4pm (GMT) to @ComPeerLimited #webinar on #ESG and hear David Joyce, CEO, UK & Kim Woodhall, Product Lead discuss empowering digital wealth clients with impact criteria. #DigitalWealthManagement #ImpactInvesting #CompeerLive https://t.co/3LfecLURoi
To finish, we have a wealth of knowledge on our panel session, from Steve Jones of @_CharlesStanley Penney Rooney of @KillikandCo Robert Nieves of @SaundersonHouse and David Maxwell of @SF_FamilyOffice #compeerlive #WealthManagement #compliance #ESG #budgets
Up first, Ian Cornwall from @PIMFA_UK giving a snapshot of key issues for 2020 and beyond #compeerlive #WealthManagement #compliance
Thank you @ComPeerLimited for hosting this morning’s event, which saw John Williams, our head of #WealthPlanning, join the industry panel discussion at the Clients' View 2019 seminar entitled Planning for the Future. #financialplanning #planningforthefuture #compeerlive
Finishing off today's conference with a panel session with four heads of financial planning within UK Wealth Management #compeerlive #financialplanning #planningforthefuture
Finishing off today's conference with a panel session with four heads of financial planning within UK Wealth Management #compeerlive #financialplanning #planningforthefuture
Daryl Roxburgh from BitaRisk now presenting "A practical approach to ESG & Sustainable Investing" #compeerlive #ESG #sustainableinvesting #wealthmanagement #planningforthefuture
At #Compeerlive Client’s View 2019 today. Up for discussion: what are future investors expecting from planning services and is the prospect of having all financial services provided by one firm an attractive proposition for them? @ComPeerLimited
"52% of investors believe the value for money they receive from their wealth manager has improved in the last 12 months" #compeerlive #financialplanning #wealthmanagement #valueformoney
James Brown will now present the findings of Compeer's research into the opinions of 1,000 investors on the service they receive in UK Wealth Management #compeerlive #financialplanning #planningforthefuture #wealthmanagement
Charles McCready from TISA providing insight on "trends in preparing for retirement" #compeerlive #financialplanning #RetirementPlanning #planningforthefuture
Thank you to Wei Li from @blackrock for a very detailed breakdown of "lessons from 2019" #Compeerlive #wealthmanagement
Front Office: the greatest expense. Next trends for pros here: more time building relationships; more distinction between hunters and farmers advisors; more use of tablets; more virtual meetings. @acuccu72 #owcliv19 #Compeerlive
What will a Wealth Management firm look like in 2025? - Alberto Cuccu from Objectway #compeerlive #wealthmanagement #planningforthefuture
Starring in today’s event: Alberto Cuccu, Objectway Ltd CEO, on stage among the visual marvels of Painter’s Hall. @acuccu72 #owcliv19 #Compeerlive @ComPeerLimited https://t.co/vd1YYnIvG3
Speaking at the @ComPeerLimited Front Office 2019 seminar in London, @Capco Managing Principal Niral Parekh outlines the emerging discontinuity and new dynamics that are reshaping expectations around #service in the #wealthmanagement industry. https://t.co/qxRvWT5moZ #compeerlive
Info & Registration: https://t.co/0aspZPrNff
#wealthmanagement #investments #banking #financialservices #financialplanning #finance #annualconference #signupnow #CompeerLive
Yesterday we hosted the @ComPeerLimited Event, 'Front Office 2019 - Are Firms Getting Value for Money?'. Thank you to all those attended this insightful session #CompeerLive #WBevents: https://t.co/0735AY1WvN
Compeer's own Callum McCarthy now presenting the research results of capturing value within the #wealthmanagement industry.
#CompeerLive
It’s great to see the interest in focus:wealth at #compeerlive - its an integral part of #WealthHub, the new private wealth management offering from @Focus_Solutions, @corfinancial and @InvestSoftLtd: https://t.co/QSsKlLXY2P #wealthtech #fintech
@Focus_Solutions MD Dave Upton is talking through the state of digital in modern wealth management at #compeerlive - our research shows a strong desire for the kind of digital client engagement that focus:wealth brings: https://t.co/lW5xFAFB35
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