Wealth Management: Yearly Review 2020

With 2019 being another year of political uncertainty, regulatory developments, advancing technologies, market volatility, margin compression and evolving investor preferences, how has the UK Wealth Management Industry coped?

Is growth still on the cards? Have profits been squeezed? Where do the firms see the priority for investment and which business models have had most success?

We will also be sharing the key trends from our business performance benchmarking survey, which has now been running for more than 25 years.

Join us on the morning of Wednesday, 17th June to discover the answers from the report Compeer will present and find out the views of industry experts, guess speakers and a CEO panel.

As it stands, the Yearly Review conference is still scheduled to be run on 17th June 2020. However, we will continue to monitor the Government guidelines surrounding larger groups of individuals and countering the COVID-19 outbreak, and so this conference could be subject to postponement at a later date.

The safety of our delegates and speakers is always at the forefront of our decisions and we wish you all good health in these difficult times.

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

WealthTech 2020: Drivers of Change

TO BE CONFIRMED
15:30 - 19:00

With technology increasingly at the forefront of wealth managers’ service ranges, Compeer will again be interviewing senior executives within technology to understand their views on the latest developments and where they see a need for improvements going forward.