PREVIOUS EVENTS & WEBINARS

Select from the events and webinars below

Please find below links to pages containing content from our recent events and webinars. Please note that prior to accessing each event page you will be required to complete a short form.

CLIENTS' VIEW 2024: ARE FIRMS DEMONSTRATING VALUE FOR MONEY?

Access content for the Compeer event

(November 2024)

OPERATIONS 2024: THE BUSINESS CASE FOR TRANSFORMATION AND CHANGE

Access content for the Compeer event

(October 2024)

ESG 2024: IS CLIENT DEMAND BEING SERVED EFFECTIVELY?

Access content for the Compeer event

(September 2024)

WEALTH MANAGEMENT YEARLY REVIEW 2024

Access content for the Compeer event

(June 2024)

WEALTHTECH 2024: THE ROLE OF EMERGING TECHNOLOGY IN CLIENT ENGAGEMENT

Access content for the Compeer event

(April 2024)

COMPLIANCE 2024: ASSESSING THE IMPACT OF THE EDINBURGH REFORMS

Access content for the Compeer event

(March 2024)

CLIENTS' VIEW 2023: EMBRACING A DIGITAL LANDSCAPE

Access content for the Compeer event

(November 2023)

OPERATIONS 2023: HUMAN VERSUS MACHINE

Access content for the Compeer event

(October 2023)

ESG 2023: ENHANCING YOUR ESG PROFILE

Access content for the Compeer event

(September 2023)

WEALTH MANAGEMENT YEARLY REVIEW 2023

Access content for the Compeer event

(June 2023)

COMPLIANCE 2023: EMERGING THEMES IN FINANCIAL REGULATION

Access content for the Compeer event

(March 2023)

THE IMPACT OF CONSUMER DUTY

Access content for the Compeer and AssetQ event

(February 2023)

CLIENTS' VIEW 2022: PLANNING - POST PANDEMIC

Access content for the Compeer event

(November 2022)

OPERATIONS 2022: HOW TO IMPROVE OPERATIONAL EFFICIENCY

Access content for the Compeer event

(October 2022)

ESG 2022: A SHIFT TO SUSTAINABILITY

Access content for the Compeer event

(September 2022)

YEARLY REVIEW OF WEALTH MANAGEMENT 2022

Access content for the Compeer event

(June 2022)

WealthTech 2022: Using Technology to Drive Front Office Efficiency

Access content for the Compeer event

(April 2022)

Remuneration 2022: Recent Industry Trends

Access content for the Parkwell event

(March 2022)

ESG: What next for Wealth Managers?

Access content for the Parkwell event

(March 2022)

Compliance 2022 - The Future of UK Regulation

Access content for the Compeer webinar

(March 2022)

Building diversity in the wealth industry

Access content for the Parkwell webinar

(December 2021)

Clients' View - Have client expectations evolved?

Access content for the Compeer webinar

(November 2021)

Holy Grail of Scalability

Access content for the Parkwell webinar

(November 2021)

Scaling your back office operations

Access content for the Compeer webinar

(October 2021)

Remuneration: Winners & Losers 2021

Access content for the Parkwell webinar

(September 2021)

Making the business case for ESG

Access content for the Compeer webinar

(September 2021)

ESG Reporting

Access content for the Parkwell webinar

(June 2021)

Yearly Review of Wealth Management

Access content for the Compeer webinar

(June 2021)

Post Virus - is this the new way of working?

Access content for the Parkwell webinar

(May 2021)

WealthTech 2021: The "Next Normal" Post COVID-19

Access content for the Compeer webinar

(April 2021)

Making your firm an attractive place for Millennials to work

Access content for the Parkwell webinar

(March 2021)

RegTech 2021: Disrupting the status quo of Compliance

Access content for the Compeer webinar

(March 2021)