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 – 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?

Other upcoming events

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

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.