Wealth Management at the Digital Frontier

Join Compeer and Objectway for a breakfast briefing on 10th May to hear about the challenges and opportunities around digital wealth management.

Our research will look at the major current issues that wealth management firms face with respect to their technology and how they plan to address these in the future. Learn about the part that digital technology will play and how it is perceived as a tool for operational improvement and also enhancing the client experience.

There is no charge for this briefing for representatives of wealth management firms and private banks.

Event Information

08:00 – 08:45           Networking & breakfast

08:45 – 09:05           Compeer – The pros and cons of digitisation in wealth management

09:05 – 09:30           Objectway – Leveraging a Digital wealth management platform to improve Advisor-Client relationship

09:30 – 10:00           Networking

Research Partner

Other upcoming events

Compliance 2019: Adjusting to Change

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

Results from interviews with Senior Compliance Executives, discussing how the firms are progressing with new regulations and any issues arising.

WealthTech 2019

Tuesday 26th March 2019
16:30 - 20:00

Compeer will be sharing the views of Senior IT Executives to understand the requirements of the wealth management industry, latest developments and any issues currently arising.

Front Office 2019 Conference

Tuesday 21st May 2019
16:30 - 20:00

Compeer will be using its extensive database to highlight the key features within the front office for the most efficient firms and how these have changed over time.