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the changing face of wealth management

Thursday 25th June, the City of London Club, 19 Old Broad Street, London

Focus Solutions sponsored, The Changing Face of Wealth Management, a Goodacre event. The seminar explored how the landscape of the wealth management market is evolving due to economic and regulatory drivers and what this means for how advisers manage their client relationships.

The seminar included the following presentations:

  • The emerging role of holistic financial planning in wealth management, Chris Pitt, Focus Solutions
  • The psychology of wealth management, Dr Tomas Chamorro-Premuzic, Senior  Lecturer, Goldsmiths, University of London
  • Implementing a mass affluent financial planning solution: Bank of Ireland Life Case Study, Jim Garvey, Bank of Ireland Life
  • What changes will the RDR bring to the wealth management market, Ian Cornwall of APCIMS
  • Preview of the latest ComPeer UK wealth management industry report, Mike Levy, ComPeer Limited