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

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.

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.