Research in Finance is hosting an online breakfast briefing for the launch of the Wealth Managers Review 2020, a report that aims to help asset management companies, specifically their sales, distribution and marketing teams, to further improve their understanding of the wealth management market.
In an era of unprecedented change, it is crucially important that asset managers, the manufacturers for so many discretionary fund management firms, are ready to support wealth managers through this evolving environment by making sure they have the products and service they need to operate effectively.
By surveying over 200 DFMs from a quantitative perspective and carrying out 50+ interviews on the wealth management and asset management sides, RiF has created a comprehensive report that analyses the biggest challenges and opportunities for the players who want the edge in this competitive market.
Details of the online breakfast briefing to launch the Wealth Managers Review 2020 are below:
Please note this event is invitation only – if you wish to request attendance please contact Louisa Hooper.
Thursday 2nd April 2020
Now a webinar
9.00 – 9.10am – Welcome and Intro by Toby Finden-Crofts, founding director of Research in Finance.
9.10 – 9.40am – Presentation of the key findings from the WMR by Research in Finance.
Who should attend?
Leaders of asset management companies, heads of distribution and senior marketeers.