Outsourcing Conference 2018: Perception Versus Reality

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. It will be based on interviews with the wealth management firms and the service providers.

Further details on the event will 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

15:00 – 16:00    Registration and Refreshments

16:00 – 19:00    Presentations

19:00 – 20:00    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.

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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.

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Clients’ View 2018: The Value of Brand

Tuesday 4th December 2018
08:00 - 13:00

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, with brand being the hot topic.