Events & Seminars

Throughout the year Compeer hosts seminars and webinars on topics of interest for the Wealth Management Sector. These topics include compliance, technology, front office efficiency, latest trends in wealth management, outsourcing and the clients’ view.

In this section details of upcoming seminars and webinars can be found including how to book your place.

Our next event

Wealthtech 2021 Webinar – The ‘Next Normal’ Post COVID-19

Wednesday 28th April 2021 16:00 - 17:10

Whilst the industry’s technological capabilities remain immature relative to the financial services sector, there is now an unprecedented need for wealth management firms to address changed client expectations and to utilise technology to transform their service delivery and operating model

Our webinar aims to look more closer at this opportunity and highlight the role WealthTech can play in the following areas:

– Enhancing client experience through digital channels
– Shaping the future of the workplace
– Reducing operating costs through new efficiencies

Other upcoming events

WEBINAR – Post Virus – Is this the new way of working?

Thursday 13th May 2021
16:00 - 17:00

Research suggests most will favour a blend of workplace in the future – onsite and offsite – where their roles allow. What are the quick wins and the strategic moves in this area that support wellbeing, work-life balance and deliverables ongoing? Within wealth management, cultural changes are required, especially for an industry built on strong personal relationships and face to face meetings.

Wealth Management – The Yearly Review 2021

Thursday 24th June 2021
16:00 - 17:15

Compeer will share the latest results from the annual benchmarking survey. This will include all of the key business performance metrics.

ESG 2021 Conference

September 2021
To be confirmed

Compeer will share the latest research findings related to ESG in the UK Wealth Management Industry.

Sponsorship

Each event Compeer runs offers different levels of sponsorship, providing substantial networking and marketing opportunities, allowing you to boost your brand awareness within wealth management. Examples of some of these packages are outlined below.