Wealth Management & Private Banking

The Lanesborough Hotel, Hyde Park Corner, London

15 June 2017

A Meeting of Minds Wealth Management & Private Banking - June 2017

A Meeting of Minds Wealth Management & Private Banking - June 2017

  • 15 Jun 2017

    The Lanesborough Hotel, Hyde Park Corner, London

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FOCUSING ON THOSE FIRMS WHO LOOK AFTER THE FINANCIAL AFFAIRS OF THE PRIVATE CLIENT.

This Meeting brings together the CEOs and the CIOs from global private banks, MFOs and Wealth Managers whose particular focus is UK. The CEO stream will focus on issues around business strategy; the CIO stream will focus on their investment strategies.

Each participant's common denominator is a focus on the financial needs of high net worth clients. There is a global feel to the conversation as their clients tend to be international and therefore subject to cross border regulation and tax regimes.

The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses.

 

For more information about attending this event do call Simon Black at Owen James on 01483 862697 - or email simonblack@owenjamesgroup.

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Schedule of the Day

  • 08:15

    Breakfast (Belgravia)

    Informal networking over breakfast

  • 09:00

    Welcome Presentation (Belgravia)

    James Goad, Joint Managing Director at Owen James

  • 11:05

    Coffee (Great Hall)

    Networking and Blackberry Time

  • 11:20

    Networking (Belgravia)

    Mini meetings - an opportunity to exchange business cards

  • 13:15

    Lunch (Belgravia)

    A seated formal lunch

  • 16:25

    Afternoon Tea (Great Hall)

    Networking & BlackBerry time

  • 16:35

    Presentation (Belgravia)

    Subject to be confirmed

  • 17:15

    Fizz Flows (Great Hall)

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye

Sponsors & partners

Statpro

BMO Global Asset Management

Liontrust

SEI Global Wealth Services

Lazard Asset Management

Farrer & Co

SS&C Advent

Architas

Ishares

Pimco

IWI Intl

EY

Multrees

Bluebay01

Speakers

  • Tim Cullen

    Tim Cullen

    Associate Fellow, Saïd Business School and Director of the Oxford Programme on Negotiation,

    Tim Cullen is an Associate Fellow at Saïd Business School and Director of the Oxford Programme on Negotiation which he created in 2003. He co-designed and co-directed the Oxford Programme on Investment Decision-Making in 2004 and has taught negotiation on various other SBS programmes. He was also a member of the Steering Committee for the Oxford Centre for Corporate Reputation and helped design the Centre’s initial executive education offerings. He is a visiting professor at Lingnan (University) College of Sun Yat-sen University (Zhongshan University) in Guangzhou, China. He is an experienced practitioner and teacher on all aspects of negotiation.

  • Joe Twyman

    Joe Twyman

    Head of Political and Social Research (EMEA), YouGov

    Joe Twyman is Head of Political and Social Research for Europe, Middle East and Africa at YouGov and was a founding director of the company back in 2000. His first responsibility was to build the company’s online research operations, having previously developed internet research for Research Services Limited (now Ipsos-MORI). Prior to leading the Political and Social Research Team, Joe held a variety of senior positions within the company. This included spending two and a half years in Baghdad as a director of YouGov’s Iraq operation from 2007 to 2010, working closely with organisations such as the United Nations Development Programme and the Iraqi Independent High Electoral Commission.

  • Sebastian Dovey

    Sebastian Dovey

    Managing Partner, Scorpio Partnership

    Sebastian co-founded Scorpio Partnership in his mid-twenties to advise companies on how to delight the world’s wealthy during their client journey. The firm has studied the financial habits of the rich globally since 1998 and given their views a voice. Sebastian undertook a Bachelor’s degree in Modern History at University College London and a Master’s degree in International History at the London School of Economics with a focus on American foreign policy in Asia during the Cold War.

Location

The Lanesborough Hotel, Hyde Park Corner, London


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