Wealth Management and Private Banking

For this community we run a number of events; A Meeting of Minds Private Banking and Wealth Management, WealthTech Matters, CEO exclusive Dinners, COO Briefings, CFO Briefings, A Meeting of Minds Gatekeepers, Retirement Matters, Heads of Wealth/Financial Planning Briefings, HR Breakfast Briefings, Philanthropy Briefings and Paraplanning Excellence.

.

About this audience

This community includes CEOs and CIOs from Global Private Banks, DFMs, MFOs, and Wealth Managers with a dedicated focus on the UK market. Their common denominator is the focus on the financial needs of high-net-worth clients.

The series of breakfast briefings are tailored to senior executives and industry leaders across various roles, offering an exclusive platform for in-depth discussions on industry challenges, emerging trends and best practices.

Get in touch

To be part of this exclusive community and connect with the brightest minds in wealth management and private banking, get in touch:

About

Legals

Reach Us

Copyright © 2025. Owen James Events | Website by Basestation