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A Meeting of Minds Wealth Management and Private Banking

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

17 November 2022

A Meeting of Minds Wealth Management and Private Banking - November 2022

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A Meeting of Minds Wealth Management and Private Banking - November 2022

  • 17 Nov 2022

    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. 

 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.

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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 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 email markdavison@owenjamesgroup.com

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Register as a Participant

Participant List - See who joined us on the day

Final Agenda with Schedule of the Day and roundtable topics

Findings

Sponsors & partners

Lombard Odier

Amundi

Wellington Management

Bluebay

Mercer

SEI Wealth Platform

InvestCloud

Ortec

EY

Lazard Asset Management

Schroders

Get in touch to find out more about sponsoring this event

Find out More

Speakers

  • Neil Morrison

    Neil Morrison

    Group HR Director at FTSE100 Severn Trent plc

    Neil Morrison has been working in HR for 20 years in a range of different businesses and industries. Through this experience he has grown to believe that businesses need to completely rethink the way that they approach people management, focussing on organisational need more than alleged HR best practice. He is passionate about solutions that are organisation-centric, about thinking that is new and creative and he is passionate about the role that people have in organisational success, exploring how education and employment are fundamentally linked and the role that technology can play in making organisations better.

  • Kimberley Wilson

    Kimberley Wilson

    BPS Chartered and HCPC Registered Counselling Psychologist, Monumental Health

    Kimberley is a Chartered Psychologist, author and visiting lecturer working in private practice in central London. She is a Governor of the Tavistock & Portman NHS Mental Health Trust and the former Chair of the British Psychological Society's Training Committee in Counselling Psychology - the group responsible for monitoring and assessing the standards of Counselling Psychology training across the UK. She also formerly led the therapy service at HMP & YOI Holloway, which at the time was Europe’s largest women’s prison (closed summer 2016).

  • Angela Knight CBE

    Angela Knight CBE

    Former Energy UK CEO and British Bankers' Association CEO, Provident Financial Group

    Angela Knight is Chair of Pool Re, the UK’s terrorism reinsurer and Non Executive Director on the Arbuthnot Latham, Provident Financial Plc where we also chairs the Group Risk Committee and the US company Encore Inc which is the largest global debt management company. She is also a member of the governing body of the Astana Financial Services Authority. In her Executive career, she was the first chief executive of the energy industry trade body Energy UK until 2014 and prior to that the Chief Executive of the British Bankers’ Association during the banking crisis. Angela joined the BBA from the Association of Private Client Investment Managers and Stockbrokers (now the Wealth Management Association), where she had been the CEO since the autumn of 1997. Before running trade associations, Angela was MP for Erewash from 1992 - 1997, and during that time a Treasury Minister, working for the Rt Hon Kenneth Clarke MP, Chancellor of the Exchequer. Prior to becoming involved in politics which was via Sheffield City Council, she worked in the heavy engineering industry for 15 years, latterly running a company in Rotherham, South Yorkshire. She was honoured with a CBE for services to the financial services industry in 2007.

Location

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


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