WealthTech 2022 – Using technology to drive front office efficiency

An efficient front office is vital for a UK wealth management firm and so firms are constantly looking at ways to improve in this area. Technology will be at least part of the solution and so Compeer will analyse the current state of play and where digital and technological advancements can support the front office.

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 £100 + 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

Webinar: Building diversity in the wealth industry

Thursday 9th December 2021
16:00 - 17:00

All wealth management firms now consider diversity & inclusion (D&I) as a core part of their people strategy and in turn are thinking about how it applies to their overall recruitment & retention strategy. However, the industry needs to accelerate the pace at which they respond to the country’s diversity and this will become increasingly important as firms consider their future client base.

Individuals, particularly Millennials, want to work in an environment that promotes D&I and clients will expect to deal with more diverse wealth managers in the future. The industry cannot risk being left behind.

Compliance 2022 – The future of UK regulation

Thursday 3rd March 2022
11:00 - 12:00

For many years now, regulation has been the main concern of the UK wealth industry, causing multiple headaches across the sector and one of the key reasons behind surging costs among these firms.

In this webinar, Compeer will review the potential upcoming regulations that firms will face, and research the views of Heads of Compliance to understand where the concerns lie and how prepared firms are for future regulations.

ESG – What next for wealth managers?

Wednesday 9th March 2022
13:00 - 14:00

Following on from our ESG themed webinars earlier in 2021, Parkwell will be hosting another ESG webinar where we will we take stock of the progress within the wealth management industry, discuss new issues and regulations that have emerged over the year and identify the opportunities and trends we think will be prominent during 2022. Once again we will joined by a panel of leading industry experts who will share their insights and debate the challenges ahead.