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 2018 – Using Technology to better understand your Clients

Wednesday 21st March 2018 16:00 - 20:00

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.

Other upcoming events

Front Office 2018: Structuring the Front Office for Scalability

Tuesday 22nd May 2018
16:00 - 20:00

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.

Wealth Management: The Yearly Review 2018

Wednesday 27th June 2018
08:00 - 13:00

Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues to grow. Find out if this continues to be the case at Compeer’s yearly review conference.


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.