Operations 2024: The business case for transformation and change

As firms continue to face challenges to achieve operational efficiency and scalability, Compeer will review the current state of play for the UK wealth industry and highlight where transformation is required.

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 £300 + 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.

We may share your data with third parties in order to provide certain services, for example webinars and events. We contract with such third parties regarding personal data in compliance with GDPR. Included in this contract is the obligation to not share personal data with anyone else. We will use the data you provide on this form to contact you with information about the webinar, registration details and any post-event communications. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

For full details of how we process the data you submit here, please see our Privacy Notice.

    Please tick this box if you consent to be contacted by the third parties that participated in this event

    Research Partner


    Other upcoming events

    ESG 2024: Is client demand being served effectively?

    Wednesday 25th September 2024
    15.00 - 18.00

    Demand for ESG services continues to rise among high net worth investors. Wealth management firms are adapting their services, but is this enough? Compeer will review the comparisons between what is being offered and what clients wish to receive in the ESG space.

    How To Achieve Profitable Growth

    Tuesday 1st October 2024
    15.00 - 18.30

    Compeer, who have benchmarked the UK wealth management industry for over 30 years, have highlighted that just under 40% of wealth management firms currently make a loss or return less than 10% net margin. The average net margin for the wealth management industry, as a whole for 2022, is 23%, which appears healthy.

    This event will examine why so many firms are poorly performing and the practical measures they can take to improve their performance.

    Clients’ View 2024: Are firms demonstrating value for money?

    Wednesday 27th November 2024
    15.00 - 18.00

    Using our research among 500 affluent and high net worth investors, Compeer will ascertain if value for money is improving with UK wealth services and the key areas that investors are striving for improvements to me made.