Throughout the year Compeer hosts seminars 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 can be found including how to book your place.
Our next event
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?