Chief Operating Officer Wealth Management and Private Banking Breakfast Briefing - September 2026

Andaz, 40 Liverpool St, London EC2M 7QN

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9th September 2026

This series of briefings for the Chief Operating Officers from the largest private banks and wealth managers continues to offer a platform for peers to network, hear from the experts and seek solutions to the business issues with which they grapple on a day-to-day basis. These briefings explore topics such as how to manage cost income ratios more effectively; examine different aspects of the customer journey; as well as learn how to keep the regulator happy and provide a high-quality service.

The topics previously discussed in July was around "Intelligent infrastructure: Using data and operations to unlock organic growth", specifically delving into:

  • Data in an AI world: Turning complexity into client intelligence
  • Streamlining operations for organic growth - reducing friction at scale

For further details around what will be discussed please reach out to John Hall at johnhall@owenjamesgroup.com

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John Hall

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