Events & Seminars

Throughout the year Compeer hosts seminars on topics of interest for the Wealth Management Sector. These topics include compliance, technology, front office efficiency, latest trends in wealth management, outsourcing and the clients’ view.

In this section details of upcoming seminars can be found including how to book your place.

Our next event

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.

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 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.

Wealth Management: The Yearly Review 2019

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

Find out the latest tends in business performance among wealth managers and XO stockbrokers, with data to be shared on assets, revenues, costs, staff, trades and more.

Sponsorship

Each event Compeer runs offers different levels of sponsorship, providing substantial networking and marketing opportunities, allowing you to boost your brand awareness within wealth management. Examples of some of these packages are outlined below.