WEBINAR – Are CIO’s Meeting Their Clients’ Requirements?

With COVID-19 causing extreme market volatility and uncertainty, investors are likely to have shifted their investment requirements both in the short and long term. Compeer will therefore be conducting end investor research focusing on understanding their views on key investment themes.

We will also be interviewing Chief Investment Officers (CIOs) at wealth management firms to understand how they see investment themes and preferences changing going forward. The purpose of this research is to ascertain how well clients’ portfolios are aligned with their needs and preferences.

We hope you can join us for this webinar, where Compeer will share the research results, as well as being joined by guest speakers and a panel of wealth management professionals to share their views.

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

There is no charge for this webinar 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 webinar.

Event Information

Further details to follow …

Please complete the form below to register your interest in this webinar. 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: Making a Success of Outsourcing in the Current Climate

Thursday 15th October 2020
16:00 - 17:00

Despite the advantages promised by outsourcing providers to wealth management firms, very few currently go down this route. However, is this set to change as a result of significant changes to working cultures in a post-lockdown environment? For example, will those firms burdened by legacy systems and their lack of flexibility, take this opportunity to embrace outsourcing agreements going forward?