Philanthropy Wealth Management and Private Banking Briefing - October 2025

Nightingale House, 65 Curzon St, London W1J 8PE

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7th October 2025

Alongside the success of Owen James’ series of strategic breakfast briefings for CEOs, COOs, CFOs, CIOs, Heads of HR and Heads of Financial Planning from the largest private banks and wealth managers, Owen James and EY recognised that there was an interest in creating a similar platform which brings together Business Heads, Heads of Philanthropy and Heads of Portfolio Management for regular updates and discussions on issues relating to philanthropy and how we can deliver more effective solutions for clients around social impact and philanthropy.

To see an example agenda for the afternoon, see below.

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Final Schedule of the Briefing and Agenda

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