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. Within each event you can also now view the e-brochure, containing the latest research findings presented at the conference.

Previous Compeer events

Compliance 2019: Adjusting to Change

Thursday 7th February 2019
08:15 - 13:00

Each year, Compeer interviews senior compliance executives from across UK Wealth Management and takes their views on the most important regulatory themes of the industry. During this year’s event, Compeer will present our research examining the impact that new directives, such as GDPR and MiFID II, have had on the industry.

Clients’ View 2018: The Value of Brand

Wednesday 5th December 2018
08:00 - 13:00

Compeer will once again be interviewing 1,000 end investors of varying wealth levels to understand their views and expectations of the UK wealth management industry, with brand being the hot topic.

Outsourcing Conference 2018: Perception Versus Reality

Wednesday 3rd October 2018
15:00 - 20:00

The research for this conference will be analysing the differences between how outsourcing providers are perceived by wealth managers and which services they can provide.

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.

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.