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Good Client Reporting - Regulatory Burden Or Client Engagement Tool? - Research Report

Wendy Spires

25 October 2018

Compliance and cost pressures have meant that client reporting enhancements have languished towards the bottom of the to-do list of many wealth managers. Yet making enhancements to this foundational element of firms’ communication strategies is now rapidly becoming a key priority.

“Client Reporting – Regulatory Burden or Client Engagement Tool?”, produced in partnership with Computershare Communication Services, takes in the views of C-suite executives, consultants, technology experts and HNWIs themselves to explain why.

The research covers must-have client reporting features, future trends, how to overcome technical challenges and why wealth managers’ capabilities are increasingly being looked at very closely by intermediaries as well as end-investors themselves.

Client reporting is shaping up to be a key differentiator in an ever-more competitive - and compliance-burdened - market. Download your free copy of our research to gain cutting-edge insights from:

Chris J Brown, Wealth Management & Private Banking Sector Head, Computershare Communication Services;

Emma Bennie CFA, Head of Discretionary, Saunderson House;

Richard Charnock, CEO, Standard Life Wealth;

Greg B Davies, Head of Behavioural Science, Oxford Risk;

James R Day, Founder and Managing Director, Peritus Investment Consultancy;

Dr Ariel Sergio Goekmen, Member of the Executive Board, Schroder & Co Bank;

Scott Stevens, Head of Business Development, Quilter Cheviot;

Tim Tate, Head of Customer Experience, Barclays UK; and

Lee Goggin, Co-Founder,