Breakfast Briefings

Upcoming Breakfast Briefings

London Breakfast Briefing: Client Reporting – Regulatory Burden or Client Engagement Tool?

Date: Thursday 25th October • 2018
Time: 9/5/18 8:00 am – 9/5/18 10:30 am
Venue: Carlton Club, 69 St James's Street, London, SW1A 1PJ

This event will be a chance for wealth managers to hear firsthand a presentation of the findings of research conducted during September and October 2018 into the crucial area of performance reporting. The following issues amongst others will be addressed: Why performance reporting is such a powerful engagement opportunity that many wealth managers are missing. […]

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Past Breakfast Briefings