Previous Compeer Events

Please find below details of some of Compeer’s most recent events, covering topics such as compliance, technology, industry trends, the front office, outsourcing and the clients’ view.

Previous Compeer events

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?

Clients’ View Conference 2017: Should I stay or should I go?

29th November 2017
08:00 - 13:30

Compeer will unveil the results from its latest research from 1,000 end investors. The research will outline their views on an array of hot topics relating to wealth management.

How Outsourcing can improve the Client Experience

5th October 2017
08:00 - 13:00

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

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.

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.

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.


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.