A Meeting of Minds Wealth Management and Private Banking

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

16 November 2023

A Meeting of Minds Wealth Management and Private Banking - November 2023

A Meeting of Minds Wealth Management and Private Banking - November 2023

  • 16 Nov 2023

    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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Sponsors & partners

BITA Risk

Pershing Limited

Nedgroup Investments

Avaloq

Iress

Ninety One

SEI Wealth Platform

Dynamic Planner

InvestCloud

Multrees

Vanguard

Lazard Asset Management

EY

Schroders

Get in touch to find out more about sponsoring this event

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Speakers

  • Nick Hulme

    Nick Hulme

    Head of Department, Financial Conduct Authority

    Nick joined the FCA in 2019 after a decade in financial stability and prudential supervision roles at the FSA, Bank of England and Prudential Regulation Authority. He has also worked in private office for two Ministers of State at HM Treasury. Prior to this role in Consumer Investments, he worked in the FCA’s Financial Resilience Department. He holds an MBA Dip from Said Business School, Oxford University and BA Hons in Financial Management and Italian from Royal Holloway, University of London. He is also a publicly elected volunteer Governor of East Kent Hospitals NHS Foundation Trust and previously a Treasurer Trustee at two sports charities.

Location

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


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