A Meeting of Minds Wealth Management and Private Banking is an exclusive day where CEOs and CIOs of the private banks and the larger wealth management firms gather to address the key strategic issues affecting these businesses and the industry as a whole.
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 throughout the day and at the formal sit down lunch, you address the subjects which matter to you, and all in a time-efficient manner.
Who will be in the room?
CEOs and CIOs from Global Private Banks, DFMs, MFOs, and Wealth Managers with a dedicated focus on the UK market.
What does it cost?
Participation is by invitation, there is no fee to attend and is CPD accredited
Benefits of attending - how the event is shaped
- Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships
- Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
- Visionary inspiration – hear from brilliant keynote speakers who know everything about the latest industry news and innovations
- Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you
Be captivated by exclusive upcoming roundtable discussions that include:
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Economics & geopolitics
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Productivity & people
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Business strategy
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Client concerns
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Investment themes
Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.
Headline Sponsors
Director of Advice Support
7IM Investment and Retirement Solutions Limited
,Managing Director, Corporate & Strategy Development
AIB Private Banking
,Head of Lending & Operations
AITi Tiedemann Global
,Chief Operating Officer
Advanta Wealth Ltd
,Regional Director SW
Artorius Wealth Ltd
,Chief Executive Officer
Ascot Lloyd Investment Management (Formally Avellemy)
,Managing Director
Attivo Group
,Chief Investment Officer
Barclays Wealth & Investment Management UK
,Chief of Staff
Beauclerc Advisory Services Ltd
,Co-Founder, Managing Director
Beauclerc Advisory Services Ltd
,Executive Partner
Between Jobs
,Managing Director (South)
Brown Shipley & Co Limited
,CEO
C Hoare & Co
,Head of Private Banking
C Hoare & Co
,Head of Private Banking
C Hoare & Co
,Chief Operating Officer
Cavendish Ware Limited
,CIO & Head of Investment
Connor Broadley Ltd
,CEO & Co-Founder
Connor Broadley Ltd
,Chief Financial Officer
Credo
,Director and Head: Private Clients
Credo
,Chairman
Credo
,Chief Investment Officer
Credo
,Chief Executive Officer
Deutsche Bank Wealth Management
,Director of Family Offices
EQ Investors Limited
,Joint Chief Executive Officer
Fairstone Ireland
,Chief Executive Officer
HBL Bank UK
,Executive Head of Wealth Services
Hargreaves Lansdown
,Head of Commercial Performance & Premium Services
Hargreaves Lansdown
,Head of equity research
Hargreaves Lansdown Advisory Services Limited
,Investment Strategy Director
Hay Hill Wealth Management
,Chief Investment Officer
Hybrid Advice
,Chief Executive Officer
Independent
,Was Executive Director @ UBS Wealth Management
Independent Consultant
,Was Head of Client Solutions Group @ Kleinwort Hambros
Independent Consultant
,Was Head of Client Strategy and Experience for Switzerland and Europe @ Julius Baer
Independent Consultant
,Managing Partner
J. Stern & Co LLP
,Client Director
James Hambro & Partners LLP
,Chief Operating Officer
Killik & Co
,Managing Partner
Killik & Co
,Managing Partner
Lincoln Private Investment Office
,Chief Investment Officer
Moneycorp Bank Limited
,Global Head Of Private Banking
Nedbank Private Wealth
,Executive Head of Wealth Management
Oakham Wealth Management
,Chief Executive
Oberon Investments Limited
,Chief Operating Officer
Ptarmigan Capital Limited
,Director & CEO
Quartet Capital Partners LLP
,Managing Partner
Quilter Financial Planning
,Managing Director – Quilter Academy and adviser development.
RBC Brewin Dolphin Limited
,Associate Director, Strategy
RBC Brewin Dolphin Limited
,Investment Director
RBC Wealth Management (Royal Bank of Canada)
,Strategy Director
RBC Wealth Management (Royal Bank of Canada)
,Head of Credit & Banking
Raymond James (was Charles Stanley & Co Ltd)
,Director CSD Advice and Guidance
Rothschild & Co
,Non Executive Director
Sarasin & Partners LLP
,Partner
Shackleton Advisers
,Chief Executive Officer
Six Degrees Wealth Limited
,Co-Founder
Six Degrees Wealth Limited
,Co-Founder
Standard Chartered Bank
,Executive Director
Thomson Tyndall
,Investment Director
Tyndall Investment Management
,Director, Private Clients
UBS Wealth Management UK
,Head of PC & HNW London
Union Bancaire Privée (UK) Ltd (Formerly SG Kleinwort Hambros Bank Limited)
,Group Chief Operating Officer
Validpath Ltd
,Chief Commercial Officer
Weatherbys Banking Group
,Group Chief Executive
William & Partners PIO Limited A/R Westlain Wealth Management Ltd
,Wealth Manager
Wimmer Finance Ltd
,Chief Executive Officer
Zedra
,Client Director
Alpha FMC
,Director
Board Intelligence
,Director, Enterprise
Catalyst Partners
,Director
Common Sense Implementations Ltd.
,Founder And Director
Delta Capita - Financial Markets Consulting
,VP CLM Sales
EY
,Partner - UK Wealth Management Lead
Independent
,Chief Operating Officer
Independent Consultant
,Independent Consultant
Independent Consultant
,Strategic Advisor
Model Office-MO®
,CEO and Founder
Ocorian (UK) Limited
,Consulting Lead
Opus Una
,MD
Solve Partners
,TBC
Financial Conduct Authority
,Interim Head of Department for Market
Financial Conduct Authority
,Manager
Financial Conduct Authority
,Manager, Wealth Management Supervision - Consumer Investments
Keynote Speaker
,Multi-award winning British Journalist
Social Bite
,Co-Founder
Financial Conduct Authority
,Deputy Chief Executive
Financial Conduct Authority
,Senior Associate
SBR Consulting
,Management Consultant
The C & D Partnership
,Managing Partner
Event’s latest information
Final Agenda and Schedule of the Day
Headline Sponsors
Speakers
Shehab Kahn
Multi-award winning British journalist
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Rob Shaw
Manager, Wealth Management Supervision - Consumer Investments at FCA
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Kevin Oh
Manager at FCA
Dr Josh Littlejohn MBE
Social entrepreneur and co-founder of Social Bite
Owen James hosts top-tier events for the buy-side industry, particularly strong for bringing together CEOs and CIOs.
Co-Founder, Managing Director , Beauclerc Advisory Services Ltd
From our June 2026 Event
Mark Davison
Delegate Relationship Co-ordinator
