OUR NEXT EVENT

Throughout the year Compeer hosts seminars and webinars on topics of interest for the wealth management sector. These topics include compliance, technology, front office efficiency, latest industry results, the clients’ view and outsourcing.

The audience at each conference is filled with senior professionals and executives from wealth managers, private banks and stockbrokers, providing excellent networking opportunities as well as in-depth detail on the event theme from our presenters.

Please find details of our next conference or webinar below and click-through to register.

Using technology to improve the clients’ journey

Wednesday 22nd May 2024

15.00 - 18.30

More than 1 in 4 investors have seen the level of engagement with their main adviser reduce during the past year. Compeer have benchmarked the UK wealth management industry for over 30 years and understand from our proprietary research that many wealth managers need to improve the client journey or risk losing clients.

This event will examine client expectations, practical measures for improving client knowledge and the benefits of technology.

Our services include

Business Performance Benchmarking

Compeer benchmarks the business performance of over 160 wealth managers, private banks and stockbrokers. No other benchmarking survey of this detail is undertaken in the UK.

Wealth Management Remuneration Survey

The remuneration survey covers all elements of the remuneration package, is produced twice a year and is the only survey of this type dedicated exclusively to wealth management.

Investor & PFA Research

Compeer has access to a panel of high net worth and mass affluent investors and PFAs, who are available to interview either online or by phone.

Industry & Competitor Reporting

Compeer uses its in-depth knowledge of the wealth management sector to produce a variety of reports which are available for anyone to purchase.

Bespoke Research

Compeer can provide additional, in-depth research in any area of wealth management, highlighting opportunities, competition in the sector and analyses of business-critical issues.

Example Reports & Research

Download examples of some of Compeer’s reports and output files to better understand some of what can be provided.

Wealth Management Fees

Compeer will be analysing the charges quoted to prospective clients by over 40 of the largest players in the wealth management industry, going beyond what is shown in rate cards in the public domain.

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.

COMPEER PROVIDES ANNUAL, QUARTERLY AND MONTHLY BENCHMARKING INFORMATION FOR THE WEALTH MANAGEMENT INDUSTRY