A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

15 November 2018

A Meeting of Minds Wealth Management and Private Banking - November 2018

A Meeting of Minds Wealth Management and Private Banking - November 2018

  • 15 Nov 2018

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

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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 own business and the industry as a whole; to seek to identify solutions to these challenges and instigate change.
  • 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!

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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 addresse 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.

DOES IT COST?

  • Participation at A Meeting of Minds is by invitation only. There is no fee to take part.

REGISTERING AS A PARTICIPANT

If you would like to be considered for an invitation to A Meeting of Minds Wealth Management and Private Banking, do please call Ciara Sala at Owen James on 01483 862697 - or email her at  ciarasala@owenjamesgroup.com.

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Schedule of the Day

  • 08:15

    Breakfast Briefing

    Scorpio will provide an overview of client engagement in the UK Wealth industry based on their inaugural 2018 UK Customer Experience Benchmark. If this is subject is not of interest, there will be informal networking over breakfast in the Belgravia.

  • 09:00

    Welcome – James Goad, Joint Managing Director, Owen James

    Welcome – James Goad, Joint Managing Director, Owen James. will present the headline findings from the latest wave of quantitative research carried out by the tea in the run up this November's Meeting of Minds.

  • 09:15

    Lord Andrew Adonis will provide the Opening Address.

    Lord Andrew Adonis will provide the opening address. Rather than tie him down to a specific topic at this stage – we will wait and see what is happening on the political front – budget, Brexit … transport chaos… who knows?

  • 09:50

    The delegation will break into roundtable groups to discuss their pre-selected agenda.

  • 11:00

    Apple & BlackBerry time followed by a spot of structured speed networking!

  • 11:50

    The delegation will break into roundtable groups to discuss their pre-selected agenda.

  • 13:00

    A seated formal lunch

    A formal luncheon with a preset table plan

  • 14:00

    So how far have we come? A review of the changes we have experienced since the Great Financial Crash. Lessons from history and all that. Could it happen again? OK there are cycles … but are we really that silly? We will field an economist – they normally know what they are talking about!

  • 14:45

    The delegation will break into roundtable groups to discuss their pre-selected agenda.

  • 15:55

    Saving the planet by mimicking nature’s genius - Michael Pawlyn will talk about the commercial applications of biomimicry and how we can create a new world of sustainable beauty by learning from nature.

  • 16:30

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

Sponsors & partners

Invesco PowerShares

J.P. Morgan Asset Management

BlackRock Investments

SEI Wealth Platform

Avaloq

Allfunds Bank

BMO Global Asset Management

Dimensional Fund Advisors

Multrees

Lazard Asset Management

Farrer & Co

Vanguard

EY

Pimco

Would you like to Sponsor this event

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Location

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


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