Events & Seminars

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

WEBINAR – Ready for the Future? Attitudes towards Digital in Wealth and Investment Management

17th November 2020 16:00 - 17:00

Compeer, in partnership with CREALOGiX, have analysed attitudes to digital in the wealth management industry, to understand how the gap between firms’ digital capabilities and client expectations may be bridged.

Other upcoming events

WEBINAR – Are CIO’s Meeting Their Clients’ Requirements?

Tuesday 24th November 2020
16:00 - 17:00

Compeer will be conducting end investor research focusing on understanding their views on key investment themes.

We will combine this with results from interviews with CIOs to gauge if the views are shared between firm and client.

WEBINAR – The Changing Shape of Employee Benefits

Tuesday 8th December 2020
16:00 - 17:00

Are employee benefits now more important than the equivalent salary? Do employees find benefits more appealing because potentially they can worth more monetarily and offer peace of mind, for example, life assurance, flexible working arrangements in a post-pandemic environment and critical illness insurance? Do benefits motivate and make your team more productive?

Compeer, in conjunction with parent company Parkwell Management Consultants will explore these areas as well as analysing the benefits packages currently being offered.

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.