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: Making a Success of Outsourcing in the Current Climate

Thursday 15th October 2020 16:00 - 17:00

Despite the advantages promised by outsourcing providers to wealth management firms, very few currently go down this route. However, is this set to change as a result of significant changes to working cultures in a post-lockdown environment? For example, will those firms burdened by legacy systems and their lack of flexibility, take this opportunity to embrace outsourcing agreements going forward?

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.

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.