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

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.

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.

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.

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.

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.