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 15

  • The Just Group 2020 Retirement Leaders' Annual Summit

    The Just Group 2020 Retirement Leaders' Annual Summit

    • 6 Feb 2020

      Hilton London Tower Bridge

      5 More London Place, Tooley Street, 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 - Asset Management - 5 March 2020

    A Meeting of Minds - Asset Management - 5 March 2020

    • 5 Mar 2020

      The Berkeley Hotel

      The Berkeley Hotel, Wilton Place, Knightsbridge, London

    A Meeting of Minds Asset Management brings together the CEOs and the COOs 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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  • WealthTech Matters - 10 March, 18 June and 24 September 2020

    WealthTech Matters - 10 March, 18 June and 24 September 2020

    • 10 - 24 Mar - Sep 2020

      RISE

      RISE, 41 Luke Street, London, EC2A 4DP

    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. We have created three events that look specifically at what technology can do to enhance these sides of the equation.

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  • A Meeting of Minds - Bank & Brand Distribution of Retail Financial Services - 26 March 2020

    A Meeting of Minds - Bank & Brand Distribution of Retail Financial Services - 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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  • A Meeting of Minds - Winning Advisers North - 30 April 2020

    A Meeting of Minds - Winning Advisers North - 30 April 2020

    • 30 Apr 2020

      The Grand

      York, Station Rise, North Yorkshire

    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

    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 - 11 June 2020

    A Meeting of Minds - Wealth Management and Private Banking - 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 Meeting of Minds - Advisory Distributors - 23 June 2020

    A Meeting of Minds - Advisory Distributors - 23 June 2020

    • 23 Jun 2020

      Tylney Hall & Gardens

      Tylney Hall & 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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  • A Meeting of Minds - Asset Management - 17 September 2020

    A Meeting of Minds - Asset Management - 17 September 2020

    • 17 Sep 2020

      The Berkeley Hotel

      The Berkeley Hotel, Wilton Place, Knightsbridge, London

    A Meeting of Minds Asset Management brings together the CEOs and the COOs 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.

    Read more
  • A Meeting of Minds - Bank & Brand Distribution of Retail - 8 October 2020

    A Meeting of Minds - Bank & Brand Distribution of Retail - 8 October 2020

    • 8 Oct 2020

      BlackRock Offices

      BlackRock Offices, Drapers Gardens, 12 Throgmorton Avenue, London EC2N 2DL

    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 South - 15 October 2020

    A Meeting of Minds - Winning Advisers South - 15 October 2020

    • 15 Oct 2020

      Tylney Hall Hotel & Gardens

      Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, Hampshire

    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.

    Read more
  • Paraplanning Excellence - Tuesday 3 November 2020

    Paraplanning Excellence - Tuesday 3 November 2020

    • 3 Nov 2020

      Royal College of Physicians

      Royal College of Physicians, London NW1 4LE

    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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SHOWING 1 - 12 of 15


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