Scotland Meeting of Minds 2025

Since 2005, Owen James has run over 150 Meeting of Minds events for the top advisory and wealth management firms in the UK. These events typically have always been run in and around London, with a couple of Northern iterations, and now we are heading to Scotland.

The events have become a trusted platform for key influencers from the largest advisers and wealth managers to work through the key challenges facing the industry alongside providers, consultants, associations and the regulator – with a view of finding ways collaboratively to drive change forward.

Owen James in collaboration with Threesixty are launching this Scottish version of A Meeting of Minds in November 2025 at the DoubleTree by Hilton, Dunblane.

Who will be in the room?

Top CEOs and Managing Directors from the leading financial advice and wealth management firms (i.e. DA firms with >3 advisers/RMs and AUM > £150m).

What does it cost?

Participation is by invitation only, 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; networking dinner on 10 November, chats over coffee, a formal seated lunch, one to ones and post-event drinks to keep the ideas (and the good times) flowing

• Inspiring Keynotes – hear from brilliant keynote speakers about the latest industry news and innovations

• Customised itinerary – choose the roundtables and discussions that matter most to you

Be captivated by exclusive upcoming roundtable discussions that include:

• Economics & Geopolitics

• Regulation

• Client evolution

• Productivity

• Growth