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

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.

Other upcoming events

Webinar: ESG Reporting

Wednesday 30th June

16:00 - 17:00

Client reporting is a critical part of wealth management firms’ relatonship with their clients, and as ESG concerns become more and more important the focus on how to communicate this information continues to increase. Join our free webinar to listen to industry specialists explain the current landscape and potential future developments, the regulatory horizon, and what practical steps you can take now to continue to improve your ESG reporting.

ESG 2021 Conference

September 2021

To be confirmed

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

WEBINAR – Remuneration – Winners and Losers 2021

Thursday 30th September 2021

16:00 - 17:00

An update for 2021 reviewing changes to remuneration packages for the UK wealth management industry.

We will also include an insight into recruitment and HR challenges currently being faced by the sector.

See our previous events

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.

Events & Seminars