A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

10 September 2020

A Meeting of Minds  - Wealth Management and Private Banking - 10 September 2020

A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020

  • 10 Sep 2020

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

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A Meeting of Minds is a day long forum. Please note this event was due to take place on Thursday 11 June but was postponed due to government advice in response to the COVID-19 virus.

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.
  • 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 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 formal invitation only. 

For further details please call Charlie Martin on 01483 861334 - or email charliemartn@owenjamesgroup.com.

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Sponsors & partners

Pictet

Manulife

Somers Partnership

SEI Wealth Platform

InvestCloud

Orbium

Lazard Asset Management

Farrer & Co

EY

Vanguard

Carmignac

Would you like to sponsor this event?

Find out More

Location

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


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