Wealth Management: The Yearly Review 2019

 

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.

Compeer, which has been running the annual business performance benchmarking survey for over 25 years, will be pleased to share the answers with you. Join us on the morning of Tuesday, 18th June to discover the details of all the latest key trends. Additionally, hear the expert views of our research partner, a CEO panel and guest speakers.

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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Other upcoming events

WealthTech 2019: The Truth About Digital

Tuesday 26th March 2019
15:30 - 20:00

Compeer will be delivering an assessment of the digital landscape and which developments the wealth sector is prioritising.

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.

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.