A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

18 November 2021

A Meeting of Minds Wealth Management and Private Banking - 18 November 2021

A Meeting of Minds Wealth Management and Private Banking - 18 November 2021

  • 18 Nov 2021

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

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This Meeting brings together the CEOs and CIOs of the private banks and the larger wealth management firms. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss.

 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.


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

For further details please email charliemartin@owenjamesgroup.com


Sponsors & partners

Atlantic House Investments

Lyxor Asset Management



State Street Global Advisors

Aberdeen Standard


Dynamic Planner

SEI Wealth Platform


Farrer & Co

Lazard Asset Management

Dimensional Fund Advisors


Would you like to sponsor this event?

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  • Chris Gledhill

    Chris Gledhill

    Chris Gledhill is an independent FinTech Futurist, Speaker, Writer and Advisor. Chris regularly ranks as a top global FinTech influencer and is considered a thought leader in FinTech, Banking and the future of financial services. Chris has both a technical & business background with expertise spanning multiple industries and a wide range of disruptive technologies including Blockchain, DeFi, Web3, AI, Metaverse, API, Big Data, Crypto, Biometrics, Quantum, Mobile & Wearables.

  • Claire Fox

    Claire Fox

    Director of the Academy of Ideas and a member of the House of Lords

    Claire Fox is the director of the Academy of Ideas, which she established to create a public space where ideas can be contested without constraint. She convenes the yearly Battle of Ideas festival and initiated the Debating Matters Competition for sixth-formers. She also co-founded a residential summer school, The Academy, with the aim to demonstrate ‘university as it should be’. In May 2019, she was elected as an MEP for the North West England constituency of the UK in the European Parliament elections. In 2020, she was made a visiting professor in professional practice at the University of Buckingham. In September 2020, Claire became a member of the House of Lords as Baroness Fox of Buckley. Claire is frequently invited to comment on developments in culture, education, media and free speech issues on TV and radio programmes in the UK such as Newsnight and Any Questions?

  • Annie Auerbach

    Annie Auerbach

    speaker, consultant, brand strategist

    Annie Auerbach is an expert on the future of work, an author and the co-founder of trends and cultural insight agency Starling, whose clients include Nike, Pepsico and Unilever. Her book FLEX: Reinventing Work for a Smarter Happier Life is a revolutionary guide to living and working on your own terms and was featured by Stylist magazine as the best book on working from home. Coronavirus has proven what she has long championed: working 9-5 in an office doesn't work for most of us. The world is changing for working women, but until the pandemic, companies turned a blind eye. Now, it's time to reinvent the systems that were holding us back. Annie is proud to be named an Evening Standard top 25 Change-maker and a Timewise Power Founder alongside a range of flex working trailblazers who are changing the future of work.


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