The Clients’ View 2025: The evolving needs of high net worth investors

Compeer to provide results from its survey of 500 high net worth investors.

Further details to follow ….

Please use the form below to register your interest in attending this event. A member of the Compeer team will then be in touch shortly.

There is no charge for this event for representatives of wealth management firms and private banks. A charge of £300 + VAT applies for service providers.

Event Information

Further details to follow ….

Please complete the form below to register your interest in this event. If you are experiencing any problems viewing the form please email events@compeer.co.uk and a member of our team will get back to you.

We may share your data with third parties in order to provide certain services, for example webinars and events. We contract with such third parties regarding personal data in compliance with GDPR. Included in this contract is the obligation to not share personal data with anyone else. We will use the data you provide on this form to contact you with information about the webinar, registration details and any post-event communications. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

For full details of how we process the data you submit here, please see our Privacy Notice.

    Please tick this box if you consent to be contacted by the third parties that participated in this event

    Other upcoming events

    Compliance 2025: Enhancing trust and transparency

    Wednesday 26th February 2025
    15.00 - 18.00

    To kick of the event calendar year we are delighted to invite you to our Compliance 2025 event, reviewing the impact regulations such as Consumer Duty have had on the UK wealth industry.

    We are also delighted to once again be joined by the FCA to discuss ongoing expectations from the regulator.

    WealthTech 2025: Unlocking the value of automation

    Wednesday 26th March 2025
    15.00 - 18.00

    Compeer to review the value of automation and key areas of change required within wealth management firms

    Wealth Management: The Yearly Review 2025

    Wednesday 25th June 2025
    14.30 - 18.00

    Compeer to reveal the latest trends from our extensive annual business performance benchmarking survey for UK wealth management firms.