How to get to best in class profitability

10th December 2024

REGISTRATION CLOSED

Compeer data shows a wide range of profitability across wealth management firms.

Join us at this Parkwell Insights seminar – How to get to best in class profitability – to find out ways to identify and prioritise opportunities to improve productivity and cost efficiency. We will also explore how firms can increase their profitability and, using Compeer data, investigate the opportunity for cost saving.

We will be joined by guest speakers, who will share their own inisight on profitability improvement initiatives. The speakers will also participate in another of our popular panel discussion, along with other industry experts, taking questions from the audience.

If you would like to participate in the debate, we very much look forward to seeing you there. Please register below.

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15:00 – Registration and Networking

15:30 – Ian Whyte, Parkwell – Welcome and Introduction

15:35 – Jason Raikes, Parkwell

15:45 – Tariq Khan, Objectway

16:00 – Panel Discussion

(Tariq Khan – Objectway, Sean O’Sullivan – CapGen Partners, Dominic May – JM Finn)

16:30 – Networking

	Ian Whyte – Parkwell Management Consultants Ian is a senior consultant and has over 20 years’ experience of successfully delivering change in financial services, specialising in Wealth Management. Ian’s experience of regulatory and business change includes successful delivery of major change programmes including MiFID I, MiFID II, and GDPR. He is currently responsible for an ESG programme at a global Wealth Management firm.
	Jason Raikes – Parkwell Management Consultants Jason is a senior consultant with 25 years’ experience of the financial services industry. Jason has detailed knowledge of business process re-engineering and the appropriate use of technology to improve front office productivity. Jason’s areas of expertise also include project management, regulatory projects and management information. Jason is a Chartered Accountant having trained with one of the big four firms.
	Tariq Khan – Objectway Tariq is responsible for business development and account management in the UK and Middle East. An accomplished professional with over 20 years’ experience working with senior management and board-level in financial services. Tariq’s roles involves understanding our clients’ business objectives and ensuring Objectway’s solutions can enable these, as well as adding value to the clients’ future roadmap in a true partnership approach.
	Seán O’Sullivan – CapGen Partners Seán joined CapGen in January 2023 and is responsible for oversight of Portfolio Operations and Change Management. He has over 15 years of industry experience split between operational and project/change roles in multiple jurisdictions and previously held positions at River and Mercantile Asset Management, Stonehage Fleming Investment Management and HSBC. Seán has a degree in Economics and Finance from the University of Limerick.
	Dominic May – JM Finn Dominic joined JM Finn in 2009 as Head of Risk and was subsequently appointed Chief Financial Officer in January 2017. He was appointed to the board in January 2021. Prior to joining JM Finn, Dominic worked in investment banking and mangement consultancy. He has an MBA from IESE Business School and is a CFA charter holder.

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