Webinar: Scaling your back office operations

Wednesday 13th October 2021

16:00 - 17:00

Following a period of remarkable resilience, asset growth has more recently been dependent on market movement and acquisitions. Wealth management firms have also faced rising costs and decreasing revenue margins. Meeting future business growth ambitions against such conditions will increasingly require firms to address the scalability of their back office operations.

Our webinar aims to look more closer at how cost reductions and productivity gains can be achieved.

Clients’ View Webinar: Have client expectations evolved?

Wednesday 24th November 2021

16:00 - 17:00

Compeer will share the findings from end investor research, discussing how client expectations have changed as the industry adjusts following the COVID-19 pandemic.

Webinar: Building diversity in the wealth industry

Thursday 9th December 2021

16:00 - 17:00

All wealth management firms now consider diversity & inclusion (D&I) as a core part of their people strategy and in turn are thinking about how it applies to their overall recruitment & retention strategy. However, the industry needs to accelerate the pace at which they respond to the country’s diversity and this will become increasingly important as firms consider their future client base.

Individuals, particularly Millennials, want to work in an environment that promotes D&I and clients will expect to deal with more diverse wealth managers in the future. The industry cannot risk being left behind.