A Meeting of Minds - Winning Advisers

Virtual Event

8 October 2020

A Meeting of Minds - Winning Advisers North - 8 October 2020

A Meeting of Minds - Winning Advisers North - 8 October 2020

  • 8 Oct 2020

    Online Platform - Zoom

    Virtual Event

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This Meeting brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.

Obviously in light of the pandemic, your businesses, your clients and your people will have all been substantially affected. There will be a lot to discuss.

As we are, for now, operating in the virtual world, we are conscious of the limitations of Zoom and have therefore reduced the event to a half day. 

We have thought long and hard about how to make the virtual offering as enticing as possible and whilst the event will perhaps be a little less spontaneous and a little quieter, we believe it will be just as valuable and insightful. We have sought to ensure our demands on your time are appropriately measured.

The benefits of participating:

  • Strategic engagement - Share best practice 
  • Meet your peers - virtual 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 finding 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?

As has been stated above, this next Meeting of Minds will now be run as a virtual event. Although it will be sad not to meet you all in person on this occasion, we do believe we have come up with a format which will offer the usual blend of insightful keynotes; truly interactive roundtables and networking. By the time we reach mid October we will have run several virtual Meetings and will, we believe, have learned a lot! 

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 owner managers, CEOs and MDs of independently spirited financial firms. 

What does it cost?

  • The Meeting is by invitation only and there is no fee to participate.

If you have any queries or would like further information please get in touch with charliemartin@owenjamesgroup.com.


To view the scene setter results presented on the day - click here

To view the findings click here


Sponsors & partners


Hymans Robertson

Nucleus Financial Services

Tatton Investment Management

Benchmark Capital 01


Sponsor the next Winning Advisers event

Find out more about being a Strategic Partner or Sponsor on this event.

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  • Kitty Ussher

    Kitty Ussher

    An Economist

    Kitty Ussher has 25 years’ experience at the forefront of UK economic policy. An economist, Kitty worked with the Chancellor during Global Financial Crisis and was an MP and a minister in the last Labour government. She served as Economic Secretary to the Treasury - City Minister - and later as a minister in the Department for Work and Pensions helping shape the government’s response to the subsequent recession. Having spent 12 years at the heart of central government and four years in local government, she has worked in the private sector for the last decade, at the intersection of government, the economy and the consumer. Her clients have included Barclays, Google, John Lewis Partnership, Joseph Rowntree Foundation, British Retail Consortium, Hermes Asset Management and Which? Kitty is the Chief Economic Advisor of the leading cross-party think-tank Demos and advises the board at a high-growth digital bank. An economist by training, she holds an MSc in Economics from Birkbeck College, London, and an undergraduate degree in Politics and Economics (PPE) from Balliol College Oxford. In 2017 Kitty undertook a two-year sabbatical teaching maths in inner-city secondary schools as part of the inaugural Now Teach programme led by the FT columnist Lucy Kellaway. In addition to speaking at industry conferences she is an experienced media commentator, including for the Today Programme and Newsnight.