Clients’ View 2022: Planning – post pandemic

Compeer will share end investor research findings, all relating the their view of UK wealth management firms.

Further details to follow …

Please use the form below to register your interest in attending this event. A member of the Compeer team will then be in touch shortly.

There is no charge for this event for representatives of wealth management firms and private banks. A charge of £250 + VAT applies for service providers.

CPD certificates will be issued shortly after the event.

Event Information

Further details to follow …

Please complete the form below to register your interest in this event. If you are experiencing any problems viewing the form please email events@compeer.co.uk and a member of our team will get back to you.

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Other upcoming events

ESG 2022 – A Shift To Sustainability

Wednesday 28th September 2022
15.00 - 17.30

With ESG remaining a hot topic in wealth management, Compeer will focus on the latest changes for the wealth sector and how ESG is driving business growth.

How to improve operational efficiency

Thursday 13th October 2022
15.00 - 17.30

Compeer will analyse the importance of the back office, and in particular operations, reviewing areas for improvement to support UK wealth management firms.