A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

20 November 2019

A Meeting of Minds Wealth Management and Private Banking - 20 November 2019

A Meeting of Minds Wealth Management and Private Banking - 20 November 2019

  • 20 Nov 2019

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

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  • Strategic engagement - Share best practice.
  • Meet your peers - Networking at the highest level.
  • Hear new thinking and explore the latest trends.
  • Inspiring insights from external keynote speakers.
  • Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you.
  • CPD accredited


A Meeting of Minds is a day long forum: breakfast through drinks made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry.
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities including a formal seated luncheon.
  • Some “me” time. We thought the art of sleeping might be a good start!


In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.


  • This event will bring together the Chief Executive Officers, Managing Directors and Heads of Private Banking - those who set the strategic direction for the business; and the Chief Investment Officers and Heads of Investment strategy - those who set the firm's investment strategy and oversee their client propositions.


  • The Meeting is free to attend.


Participation at A Meeting of Minds Wealth Management and Private Banking is by invitation only.

For further details please call Ciara Sala on 01483 862697 - or email ciarasala@owenjamesgroup.com.


Schedule of the Day

  • 08:15


    Informal networking over breakfast

  • 09:50

    Working Session 1

  • 11:00


    Apple & BlackBerry time

  • 11:20


    Curated networking!

  • 12:00

    Working Session 2

  • 13:10


    A seated formal lunch

  • 14:50

    Working Session 3

  • 16:40

    Fizz flows

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye.

Sponsors & partners



Focus Solutions

Muzinich & Co



Standard Life

Legal & General


Lazard Asset Management

Farrer & Co

Dimensional Fund Advisors



Would you like to Sponsor this event?

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  • Roger Harrabin

    Roger Harrabin

    Roger Harrabin is the BBC's Environment Analyst, and one of their senior journalists on the environment and energy. He has broadcasted on environmental issues since the 1980s and has won many awards in print, TV and radio. Aside from his speciality he has covered many major general news stories. He is a Visiting Fellow at Green Templeton College, Oxford, an Associate Press Fellow at Wolfson College, Cambridge and has received an Honorary Doctorate of Science from Cranfield University.

  • Caroline Burkart

    Caroline Burkart

    Executive Director, Scorpio

    Caroline is responsible for the execution of assignments drawing on her detailed market and business management experience in the private banking industry. Caroline has been involved in a wide variety of solutions for the wealth management industry, most recently focusing extensively on client engagement and the client experience for UK wealth managers. Formerly a senior private banker with Credit Suisse in London, Caroline has comprehensive business management experience gained as Head of International Private Clients in the London office and an in-depth knowledge of the international private banking environment. Prior to this, she gained specialist expertise in the Middle East market as Head of Middle East private clients. She spent the first five years of her career with Credit Suisse managing discretionary private client equity portfolios, establishing a strong investment background. Caroline holds the Investment Management Certificate, and has attended both the Investment Management Program and Accelerated Development Program at the London Business School. When Caroline has finished her chauffeuring and social secretarial duties and honing her management and negotiation skills on her three children – her spare time? – you do the maths!

  • Joe Twyman

    Joe Twyman

    Co-Founder and Director, Deltapoll

    Joe Twyman is a co-founder and director of Deltapoll. He was previously Head of Political and Social Research for Europe, Middle East and Africa at YouGov, having begun as a research director at the very start of the company back in 2000. His first responsibility was to build the company’s online research operations, having previously developed internet research for Research Services Limited (now Ipsos-MORI). Prior to leading the Political and Social Research Team, Joe held a variety of senior positions within the company. This included spending two and a half years in Baghdad as a director of YouGov’s Iraq operation from 2007 to 2010, working closely with organisations such as the United Nations Development Programme and the Iraqi Independent High Electoral Commission. Joe has conducted research for a host of different clients on a wide range of subjects, spoken at conferences across the world and has been a project director for the 2001, 2005, 2010 and 2015 British Election Studies. He has co-ordinated election studies in countries beginning with the letters A, B, C, E, F, U and I (hoping to complete the alphabet by the time he retires). Joe is an affiliated lecturer at the University of Cambridge, a visiting professor at the University of Sheffield, a visiting Research Fellow at the University of Manchester and a lecturer in research methods at the University of Essex Summer School in Social Science Data Analysis and Collection. In addition he is the author of a number of academic journal articles He frequently provides expert analysis for both the national and international media including BBC television and radio, Sky News, ITN, Reuters, Bloomberg, Good Morning Britain and CNBC. On the night of the 2015 General Election he was the on-screen polling analyst for the Sky News live broadcast and was previously named a ‘World Opinion Leader for the 21st Century’ by El Comercio newspaper in Ecuador.


The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London