WEBINAR: Making a Success of Outsourcing in the Current Climate

Despite the advantages promised by outsourcing providers to wealth management firms, very few currently go down this route. Compeer research reveals that wealth managers currently spend less than 3% of total revenue on outsourcing.

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?

Compeer will use its extensive database of business performance measures to outline the difference in performance between those that outsource and those that maintain all departments in-house. We will also be joined by experts in the outsourcing area as well as a panel of wealth management professionals to share their first-hand views. 

We hope therefore you can join us on the webinar on Thursday 15th October.

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 be confirmed …

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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Research Partner


Other upcoming events

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

Tuesday 24th November 2020
16:00 - 17:00

Compeer will be conducting end investor research focusing on understanding their views on key investment themes.

We will combine this with results from interviews with CIOs to gauge if the views are shared between firm and client.