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 2018: Preparing for the inevitable

Thursday 8th February 2018 08:00 - 13:00

Introducing and implementing new regulation is now an inevitable element of the UK wealth management compliance department. However, recent Compeer research found that firms perceived the pace of regulatory change to have increased in 2016 compared to 2015. With this in mind, how do they prepare for the inevitable requirement of regulation?

Other upcoming events

WealthTech 2018 – Using Technology to better understand your Clients

Wednesday 21st March 2018
08:00 - 13:00

Compeer’s WealthTech 2018 event will explore how firms can use data and systems in order to best serve existing clients, and to use this knowledge to attract new clients.

Front Office 2018: Structuring the Front Office for Scalability

Tuesday 22nd May 2018
TBC

Compeer will be drawing from our extensive database of over 20 years’ worth of benchmarking data in order to investigate the effects of the following on scalability: front office productivity, service offering, organisational structure, and reward structures.

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.