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

    View Map


  • 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


Farrer & Co

Lazard Asset Management

Dimensional Fund Advisors



Would you like to Sponsor this event?

Find out More


  • 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

    Associate Partner, Client Insight, AON Client Insight

    Caroline is an Associate Partner at Aon and leads the development of client relationships in the UK and Europe. She has over 25 years experience in the Private Banking and Wealth industry, and consults to private banks and wealth managers with the goal of bringing the Voice of the Client into the boardroom, to contribute to strategy and business performance. Caroline draws on experience from an earlier career as Head of International Private Clients at Credit Suisse (London) to navigate the complexities of maintaining and growing local and global wealth businesses in a rapidly-changing environment.

  • 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