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.


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


Pershing Limited

Nedgroup Investments


Ninety One


SEI Wealth Platform

Dynamic Planner




Lazard Asset Management



Get in touch to find out more about sponsoring this event

Find out More


  • 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.

  • Alex Barker

    Alex Barker

    Author, speaker, coach and expert in organisational culture change

    Alex Barker is an author, speaker, coach and expert in organisational culture change. Working alongside author and entrepreneur Sam Conniff, Alex leads their global Be More Pirate network. Using the most interesting and inspiring stories from the community, Alex helps organisations to challenge the way things are usually done. Clients include Salesforce, Dyson, innocent drinks as well as teams across the NHS. In September 2020 Alex and Sam’s new book How to: Be More Pirate was published – an update on the original, which dives much deeper into how to effectively rewrite ‘the rules’. Alex holds an MA in International Relations from King’s College London, where she focused on Middle East politics. After a six-month stint backpacking around the region, she took a job in international development, moved briefly into social care before spending seven years at the Royal Society of Arts (RSA) as communications manager. After working freelance for a year with author and campaigner Onjali Q. Rauf and author Alastair Humphreys, she teamed up with Sam Conniff in January 2019. Alex also coaches, speaks, and runs programmes supporting women to improve their confidence and ability to influence through speaking, from public presenting to interview preparation.

  • Pippa Crerar

    Pippa Crerar

    Political Editor, The Guardian

    Pippa has covered Westminster and international politics for more than two decades, reporting on six general elections, seven prime ministers and too many major news stories to mention, from the Iraq war and the financial crash to Brexit and parliamentary scandals. Pippa is a warm, witty and authoritative speaker who has long experience of chairing, presenting and speaking at events in the political world and beyond. She has trusted contacts right at the heart of government, across Whitehall and in the main opposition parties so has a deep insight into what is going on in British politics and society. Pippa is Political Editor of The Guardian, previously holding the same role at the Daily Mirror where she exposed the Partygate and Barnard Castle scandals. Before that she covered politics at the London Evening Standard.


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