Following on the success of a series of strategic breakfast briefings for CEOs, COOs, CFOs, CIOs and HR Directors from the largest private banks and wealth managers, Owen James, in association with Octopus Investments, recognised that there was an interest in creating a similar platform which brings together Heads of Wealth/Financial Planning for regular updates on the issues which affect their day to day. These briefings, now into their sixth year, explore topics such as regulation, the client journey/interface, the impact of new technology and tax issues - all in the quest to provide the best possible customer outcomes.
Event’s latest information
Final Schedule of the Briefing and Agenda
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