A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

13 June 2019

A Meeting of Minds Wealth Management and Private Banking - 13 June 2019

A Meeting of Minds Wealth Management and Private Banking - 13 June 2019

  • 13 Jun 2019

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

    View Map

THE BENEFITS OF PARTICIPATING:

  • 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

HOW DOES IT WORK?

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.

WHO WILL BE PARTICIPATING?

  • 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.

WHAT DOES IT COST?

  • The Meeting is free to attend

REGISTERING AS A PARTICIPANT

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.

Read More...

Schedule of the Day

  • 08:15

    Breakfast

    Informal networking

  • 09:00

    Welcome - Owen James

    The Owen James team will share the highlights from the Scene Setter Research carried out in the run up to the Meeting of Minds.

  • 09:10

    Opening Address

  • 09:50

    Roundtable 1

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 11:00

    Coffee

    Apple & BlackBerry Time

  • 11:20

    Networking

    Structured speed networking!

  • 12:00

    Roundtable 2

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 13:20

    Lunch

    A seated formal lunch

  • 14:10

    Keynote

  • 14:45

    Roundtable 3

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 15:55

    Keynote

  • 16:30

    Fizz flows!

Sponsors & partners

Altus

Standard Life

Factset

Iress

Avaloq

SEI Wealth Platform

Lazard Asset Management

Multrees

Dimensional Fund Advisors

Farrer & Co

EY

Vanguard

Carmignac

BlackRock Investments

Would you like to Sponsor this event?

Find out More

Location

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


Top