Rob Taylor

Rob Taylor

Event Information

Other upcoming events

Operations 2024: The business case for transformation and change

Wednesday 16th October 2024
15.00 - 18.00

As firms continue to face challenges to achieve operational efficiency and scalability, Compeer will review the current state of play for the UK wealth industry and highlight where transformation is required.

Clients’ View 2024: Are firms demonstrating value for money?

Wednesday 27th November 2024
15.00 - 18.00

Using our research among 500 affluent and high net worth investors, Compeer will ascertain if value for money is improving with UK wealth services and the key areas that investors are striving for improvements to me made.

Compliance 2025: Enhancing trust and transparency

Wednesday 26th February 2025
15.00 - 18.00

Compeer to share it’s latest review of compliance matters impacting the UK Wealth Management industry.