Wealth Management: The Yearly Review 2019

Compeer will be sharing all of the latest trends in business performance within the UK Wealth Management Industry.

Will the industry reach the £1 trillion asset mark?

Which business models are succeeding and do 1 in 5 firms remain loss making?

Where are firms currently investing as many project future growth?

Find out all of these answers and more at the conference plus hear from a selection of key note 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.

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

Compliance 2019: Adjusting to Change

Thursday 7th February 2019
08:15 - 13:00

Each year, Compeer interviews senior compliance executives from across UK Wealth Management and takes their views on the most important regulatory themes of the industry. During this year’s event, Compeer will present our research examining the impact that new directives, such as GDPR and MiFID II, have had on the industry.

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 Conference

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.