Clients’ View 2018: The Value of Brand

Compeer will once again be interviewing 1,000 end investors of varying wealth levels to understand their views and expectations of the UK wealth management industry.

This year the hot topic is the value of brand, which previous research has shown to be an ever increasing criterion for both selecting and staying with a wealth manager.

We will be sharing the research results at the conference as well as being joined by a selection of guest speakers with expertise in this area.

 

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

CPD certificates will be issued shortly after the seminar

Event Information

08:00 – 09:00    Registration and Breakfast

09:00 – 12:30    Presentations

12:30 – 13:00    Networking, Drinks and Canapés

Please complete the form below to register for the event. If you are experiencing any problems viewing the form please email events@compeer.co.uk to submit your registration.

We will not share your data with any third party except at your explicit request. The name and company name you provide in this form will, however, be visible to other attendees at the event you have registered for.

We will use the data you provide on this form to contact you with joining instructions for the event and to provide CPD certification following your attendance. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

For full details of how we process the data you submit here, please see our Privacy Notice.

Other upcoming events

Wealth Management: The Yearly Review 2018

Wednesday 27th June 2018
08:00 - 13:00

Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues to grow. Find out if this continues to be the case at Compeer’s yearly review conference.

Outsourcing Conference 2018: Perception Versus Reality

Wednesday 3rd October 2018
15:00 - 20:00

The research for this conference will be analysing the differences between how outsourcing providers are perceived by wealth managers and which services they can provide.