This page lists all the events being held by Owen James for the financial services industry.
The events appear in chronological order and if you know the specific Meeting you would like to learn more about, please use the search function below.
You may also use the search facility to locate a past event.
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A Meeting of Minds Asset Management - 19 September 2019
- 19 Sep 2019
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
A Meeting of Minds Asset Management brings together the CEOs, the COOs and the Strategic Distribution Heads within the UK asset management community for a half day of strategic discussion. With so much disruption sweeping through the industry – be it tech, regulatory, evolving business models, competing for a different talent base – and that is before we talk about investment performance, geopolitical uncertainty and disruptive new entrants - sitting at the top of all this is not an easy or particularly comfortable place to be.
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A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
- 3 Oct 2019
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
A Meeting of Minds provides a unique opportunity to gain strategic insights and develop new business opportunities within the world of financial services.
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A Meeting of Minds Winning Advisers - 15 October 2019
- 15 Oct 2019
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Ln, Rotherwick, Hook RG27 9AZ
This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
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Paraplanning Excellence - November 2019
- 5 Nov 2019
Schroders
1 London Wall Place, Barbican, London
A day of high level investment and industry updates for paraplanners based in the UK. Paraplanning Excellence is an intense day of relevant investment-focused learning for paraplanners who want to get ahead.
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Mindful of Technology in Financial Services - 13 November 2019
- 13 Nov 2019
The Royal College of Physicians
London
Owen James are delighted to announce the launch of Mindful of Technology in Financial Services (MOTIFS). Start with the end in mind and work backwards. Do you evolve existing technology, build from scratch or outsource? Does the technology reflect the professionalism and future vision of your firm?
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A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
- 20 Nov 2019
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
Bringing together the CEOs and CIOs of the private banks and wealth managers. The event provides a focus on those firms who look after the financial affairs of the private client.
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A Meeting of Minds Advisory Distributors - 28 November 2019
- 28 Nov 2019
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
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The Just Group 2020 Retirement Leaders' Annual Summit
- 6 Feb 2020
Hilton London Tower Bridge
Hilton London Tower Bridge, 5 More London Place, Tooley St, London
The Just Group 2020 Retirement Leaders' Annual Summit will bring together approximately 120 key decision makers from the largest providers, distributors and policy makers to discuss the changing market landscape and the macro trends that will impact their clients and their own businesses in the future.
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A Meeting of Minds - Bank & Brand Distribution of Retail 26 March 2020
- 26 Mar 2020
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7TA
A Meeting of Minds provides a unique opportunity to gain strategic insights and develop new business opportunities within the world of financial services.
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Meeting of Minds - Winning Advisers North Thursday 30 April 2020
- 30 Apr 2020
Rudding Park
Rudding Park, Follifoot, Harrogate HG3 1JH
This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
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Mindful of Investing in Retirement - Tuesday 19 May 2020
- 19 May 2020
The Royal College of Physicians
The Royal College of Physicians, 11 St Andrews Place, Regent's Park London NW1 4LE
The goal of the day is to provide you with an opportunity to examine the sort of retirement investment solutions available as well as learn more about the bigger issues impacting this fast changing area.
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A Meeting of Minds Wealth Management and Private Banking - Thursday 11 June 2020
- 11 Jun 2020
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
Bringing together the CEOs and CIOs of the private banks and wealth managers. The event provides a focus on those firms who look after the financial affairs of the private client.
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A very well organised and structured conference with great attention to the attendee list. This ensured relevant topic basis and like minded business leaders
| Pharon Independant Financial Advisers Ltd
