Events Calendar

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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SHOWING 1 - 12 of 14

A Meeting of Minds Wealth Management and Private Banking - June 2023
- 8 Jun 2023
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This event brings together the CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is the UK.
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A Meeting of Minds Advisory Distributors - June 2023
- 22 Jun 2023
  
  Tylney Hall Hotel & Gardens
  Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ
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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WealthTech Matters The Adviser - June 2023
- 28 Jun 2023
  
  Royal College of Physicians
  Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business: their clients, their advisers and staff and their business as a whole.
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NEW for 2023! Mortgage Meeting of Minds - September 2023
- 21 Sep 2023
  
  The Berkeley Hotel
  Wilton Place, Knightsbridge, London, SW1X 7RL
This event brings together delegate firms from the large Independent Mortgage Brokers including; online, mortgage networks and mortgage clubs, as well as, the client facing teams at the banks and building societies - all at board level.
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A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2023
- 28 Sep 2023
  
  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. The delegation is made up of senior decision makers representing those high street and online banks and brands which offer a range of third party financial products and services as well as those representing large membership organisations reviewing the third party financial services and products which may benefit their membership.
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A Meeting of Minds Winning Advisers South - October 2023
- 5 Oct 2023
  
  Tylney Hall Hotel & Gardens
  Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
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A Meeting of Minds Gatekeepers - October 2023
- 12 Oct 2023
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This Meeting brings together fifty heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.
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New for 2023! Retirement Matters - October 2023
- 17 Oct 2023
  
  Royal College of Physicians
  Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
The event will bring together key decision makers; CEOs, Managing Directors, Heads of Strategy, Heads of Retirement and Heads of Investment Proposition who are setting the strategy when it comes to advising your clients on their retirement planning options.
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Paraplanning Excellence - 1 November 2023
- 1 Nov 2023
  
  Schroders Office
  1 London Wall Place, Barbican, London
A day of high level investment briefings and industry updates for paraplanners based in the UK. Paraplanning Excellence is an intense half day of relevant investment-focused learning for those of you keen to get ahead.
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WealthTech Matters The Business - November 2023
- 9 Nov 2023
  
  SEI Investments
  SEI Investments, Finsbury Square, London EC2A 1BR
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business: their clients, their advisers and staff and their business as a whole.
Read more
NEW for 2023! WealthTech Matters Switzerland - November 2023
- 14 Nov 2023
  
  Brandschenkestrasse 110, Zürich, Switzerland
  Google Zürich
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business as a whole.
Read more
A Meeting of Minds Wealth Management and Private Banking - November 2023
- 16 Nov 2023
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This event brings together the CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is UK.
Read more