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 (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.

WealthTech 2017: The Death of Legacy?

WealthTech 2017: The Death of Legacy?

29th March 2017
15:00 - 19:30

Compeer, along with our research partner IRESS, will be exploring how and to what extent software suppliers to the wealth management industry have improved their products and services over the last few years.

Optimising Compliance in Uncertain Times

Optimising Compliance in Uncertain Times

9th February 2017
08:00 - 13:30

The challenges facing the compliance function continue to multiply, ranging from increasing cost, Brexit and Suitability to MiFID II

Clients’ View: Brexit, the Consequences!

1st December 2016
08:00 - 17:30

This autumn, Compeer will interview a large number of investors, ranging from mass affluent to high net worth, and announce the results on December 1st.

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.