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Compeer presentation: Structuring the front office for scalability

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Compeer provides annual, quarterly and monthly benchmarking information for the wealth management industry

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Business Performance Benchmarking

Our benchmarking services are outlined below: Annual and quarterly benchmarking service Approximately 50% of the industry (80+ firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms’ data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise: The annual report...

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by Compeer
| 22/05/2018 18:00:00

Compeer’s latest Industry Report revealed that just 39% of the firms in the UK wealth management industry were scalable. With scalability being a key issue for the front office, particularly as just under half of all firms are aiming to double their AUM in the next five years, how should front offices be structured to achieve the  scalable growth required? Compeer’s latest industry report revealed that just 39% of the firms in the UK wealth management industry were scalable. With scalability being a key issue for the front office, particularly as just under half of all firms are aiming to double their AUM in the next five years, how should front offices be structured to achieve the  scalable growth required?

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