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

WEBINAR – Are you ready for ESG?

Thursday 25th February 2021 16:00 - 17:00

Three sets of rules have been finalised by the EU, changing the way firms approach ESG when they make investments and manage their portfolios. The rules cover disclosure, changes to benchmarks and a sustainable finance taxonomy, which sets out a common language for what is and what is not ‘sustainable finance’. These rules take effect from late 2020 and during 2021. Firms will need to disclose their ESG policy and report on their approach to due diligence, how sustainability risks are taken into account in investment decisions and information on how remuneration policies are consistent with the integration of sustainability risks.

During the webinar, we will provide a status update on the regulatory roadmap facing the investment management industry and present Compeer’s research findings on firms’ readiness to undertake the changes required.

Other upcoming events

WEBINAR – Making your firm an “attractive” place for Millennials to work

Tuesday 23rd March 2021
16:00 - 17:00

In this competitive environment, attracting millennials to their workforce could be highly beneficial for the wealth management firms and a hidden route to expanding their client base to include younger clients. Using Compeer’s data, our parent company Parkwell will be looking at the important question of what it takes in this tech dominated age to attract the brightest and best of this generation working in the sector?

REGTECH WEBINAR – Disrupting the status quo of compliance

Tuesday 2nd March 2021
16:00 - 17:00

The emergence of RegTech has been long considered to have the potential to disrupt the status quo of compliance within the wealth management industry. The backdrop of Covid-19 has seen the way firms operate fundamentally change with remote working increasing the need for off-site and automated compliance solutions. As a result, there has been a sharper spotlight cast on the RegTech sector suggesting a pivotal moment in its development. This is now prime opportunity for the sector to answer questions on its maturity and ability to serve the needs of wealth management firms effectively.

Our webinar aims to look more closer at this opportunity and highlight the strategic role RegTech can play

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

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

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

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.