Clients’ View 2019

Compeer will again be speaking to 1,000 end investors to understand their views on a hot topic related to Wealth Management.

These results and more will be shared at the conference, with Compeer being joined by a series of key note speakers.

 

Further details to follow …

 

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

08:15 – 09:00            Registration & Breakfast

09:00 – 12.00            Presentations

12:00 – 13:00           Networking, drinks and canapés

Further details to follow …

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.

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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

Front Office 2019: Are firms getting value for money?

Tuesday 21st May 2019
15:30 - 20:00

Compeer will be using its extensive database to highlight the key features within the front office for the most efficient firms and how these have changed over time.

Wealth Management: The Yearly Review 2019

Tuesday 18th June 2019
08:15 - 13:00

Following a year of political uncertainty, more regulatory developments, advancing technologies, market volatility, margin compression and evolving investor preferences, how has the UK Wealth Management Industry coped? Find out how it has fared, the key areas of growth, and which business models have delivered the greatest degree of success.

Outsourcing Conference 2019

Wednesday 2nd October 2019
15.30 - 20.00

Compeer will be interviewing Chief Operating Officers within the Wealth Management Industry to understand the latest views regarding outsourcing and sharing the results on the day.