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

The Front Office of the Future: Investing in your Client

The Front Office of the Future: Investing in your Client

18th May 2017 16:00 - 20:00

Compeer will be presenting our latest research on current front office efficiency, identifying where inefficiencies lie and suggesting possible future directions of the front office.

Other upcoming events

Wealth Management at the Digital Frontier

10th May 2017
08:00 - 10:00

Join Compeer and Objectway for a breakfast briefing on 10th May to hear about the challenges and opportunities around digital wealth management.

Wealth Management: The Yearly Review (2017)

Wealth Management: The Yearly Review (2017)

28th June 2017
08:00 - 13:00

Compeer will be sharing the latest results from its annual benchmarking survey, highlighting the business models of the winners and losers within the UK Wealth Management industry.

Outsourcing Conference 2017

Outsourcing Conference 2017

5th October 2017
16:00 - 20:00

Find out the views of the Wealth Management industry on outsourcing, following a series of interviews with senior professionals in the sector.

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.