QUALITY OF SERVICE IN WEALTH MANAGEMENT

QUALITY OF SERVICE IN WEALTH MANAGEMENT : MAKING THE RELATIONSHIP COUNT

  • Niral Parekh and Richard Lewis
  • Published: 02 October 2019

At the beginning of 2019, Capco and Compeer conducted a survey with over 1,000 senior executives within UK wealth management firms. This report shares the views of the sector, and six ways firms can deliver high quality service in an industry built on strong client relationships.

Report contents:

- Our methodology
- Workshop participants
- Executive summary
- Relationship at the forefront
- Differentiating from other firms
- The relationship management model
- The role of investment performance
- The search for new business
- Slower transition of wealth
- Future outlook and potential disruptors
- The winning formula


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