A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

13 June 2024

A Meeting of Minds Wealth Management and Private Banking - June 2024

A Meeting of Minds Wealth Management and Private Banking - June 2024

  • 13 Jun 2024

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

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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.


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


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 markdavison@owenjamesgroup.com


Sponsors & partners


SS&C Technologies

Brookfield Oaktree


Industrial Thought

Pershing Limited

FA Solutions

HUB Financial Solutions

SEI Wealth Platform

Farrer & Co


Lazard Asset Management

Get in touch to find out more about sponsoring this event

Find out More


  • Alex Atherton

    Alex Atherton

    Experienced educator, executive coach and leadership team coach

    Alex Atherton is an experienced educator, executive coach and leadership team coach. He worked in education for 25 years, over half of which was spent as a secondary school headteacher in large inner-London comprehensives. On appointment he was the youngest secondary school head in the country. He has also led a pupil referral unit, and has worked with both primary schools and further education. Alex Atherton runs a leadership development consultancy which supports individual clients and executive teams from a range of industries. He is highly passionate about the value of professional development and in empowering others to overcome their leadership challenges. He specialises in working with senior leaders, supporting them to think big, shatter glass ceilings, achieve beyond their wildest expectations and work together with impact they did not think possible. Clients include CEOs and leaders from the public, private and voluntary sectors.

  • Tim Shipman

    Tim Shipman

    Chief Political Commentator and former Political Editor of the Sunday Times

    Before covering Westminster for the Sunday Times Tim also reported from Washington. He delivers insight from a career covering elections, scandals and plots and looks at the likely big stories on the horizon. As author of All Out War: The Full Story of How Brexit Sank Britain's Political Class he enjoyed unique access to some of the key players in the EU referendum and provides a look behind the scenes as well as an analysis of the effects of the vote, the lessons to learn, and the possible outcomes.


The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL