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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  • 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


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 addresse 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.


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


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.


Schedule of the Day

  • 08:15


    Informal networking over breakfast

  • 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.

  • 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.

  • 11:00

    Coffee break

    Apple & BlackBerry time

  • 11:20


    Structured speed networking!

  • 13:20


    A seated formal lunch

  • 16:30

    Fizz flows

    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


BMO Global Asset Management

BlackRock Investments

Allfunds Bank

SEI Wealth Platform

Dimensional Fund Advisors


Lazard Asset Management

Farrer & Co




Would you like to Sponsor this event

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  • The Rt Hon the Lord Adonis

    The Rt Hon the Lord Adonis

    Lord Andrew Adonis has played roles in government as both a political adviser and minister, working as a key architect of public service reforms in education, local government, health and transport during the Blair administration. His view of the political landscape during his career combined with his broad experience of challenging leadership and change management make Andrew a compelling keynote political speaker and we look forward to welcoming him to our event. Andrew’s hard working nature and passion for improving government provision inspires audiences to see the bigger picture and maximise success in their own lives.

  • Michael Pawlyn

    Michael Pawlyn

    British architect

    A lead architect for the Eden Project, a biomimicry practitioner, and the Founder-Director of Exploration Architecture, Michael Pawlyn is dedicated to marrying up the inspirations of nature in his sustainable design projects. He is a passionate advocate of, and powerful keynote speaker on, biomimicry, innovation, sustainability, and energy and climate change solutions.

  • Ben Page

    Ben Page

    Chief Executive, Ipsos MORI

    Ben Page, an established writer and speaker on trends, leadership and performance management, has directed thousands of surveys examining consumer trends and citizen behaviour. Ben leads one of the UK’s principal market research organisations, working for companies like Shell, BAE Systems, Sky TV and IBM. As well as numerous corporate briefs Ben has polled for major political parties, government departments and local authorities.


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