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

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.

Other upcoming events

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.

Wealth Management: The Yearly Review 2019

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

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.

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.

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.