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. It will explain why reporting really is the “alpha communication” throughout relationships – and the first proof-point new clients see – but one which is all too often not particularly interesting, easy for clients to understand or helpful in optimising their management of their wealth.

What wealth managers should specifically be offering clients in their performance reporting, and how clients’ engagement with their wealth – and provider – can be improved.

Themes will include:

Delivering reporting information via the format and channel of clients’ choice.
Reporting being more timely (and real-time when desired).
The need for interactive content like videos/ audio/links to thought-leadership. Customisability in line with investors’ interests and knowledge, with advisors being able to implement this tailoring rather than IT teams

The need to offer consolidated reporting, so that investors – and advisors – can act upon a holistic overview of clients’ wealth. We will contrast rising demand for consolidated reporting (particularly in the context of open banking) with the cost and implementation challenges currently putting firms off.

Turning to the Future: Where Clients’ Reporting Demands are Heading will look ahead to where clients’ – and regulators’ demands – are trending with reporting, and how wealth managers can ready themselves to keep pace with these changes.


Registration from: 8.00 am Start: 9.00 am Finish: 10.30 am


Date and Time

Date: Thursday 25th October - 2018
Time: 8:00 am – 10:30 am


Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164

About our Sponsors



Chris Brown

Wealth Management & Private Banking Sector Head

Computershare Communication Services

Chris heads up the Wealth Management offering for Computershare Communication Services (CCS) across the EMEA region. Chris joined CCS to drive the Wealth Management proposition after a career in the […]

Greg B Davies

Head of Behavioural Science

Oxford Risk

Greg is a specialist in applied decision science, behavioural finance, and financial wellbeing – improving decisions through behavioural science. Greg started the banking world’s first behavioural finance team as Head […]

Richard Charnock


Standard Life Wealth

Chief Executive Officer of Standard Life Wealth, the Discretionary Fund Management business for ultra-high network private clients and a wholly owned subsidiary of the Standard Life Group. He is also […]

Tim Tate

Head of Customer Experience

Barclays UK

Tim joined Barclays in January 2018 and he works closely with other leaders across the business to enhance and connect client and customer relationships. This includes identifying innovative solutions to […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]