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: 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.
