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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  • Winning Advisers - Harrogate

    Winning Advisers - Harrogate

    • 30 Apr 2019

      Rudding Park Hotel

      Rudding Park, Follifoot, Harrogate, North Yorkshire HG3 1JH

    Winning Advisers provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

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  • Winning Advisers - Chippenham

    Winning Advisers - Chippenham

    • 2 May 2019

      Bowood Hotel Spa and Golf Resort

      Bowood Hotel, Derry Hill, Chippenham SN11 9PQ

    Winning Advisers provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

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  • Mindful of Investing in Retirement - 14 May 2019

    Mindful of Investing in Retirement - 14 May 2019

    • 14 May 2019

      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 - 13 June 2019

    A Meeting of Minds Wealth Management and Private Banking - 13 June 2019

    • 13 Jun 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 - 25 June 2019

    A Meeting of Minds Advisory Distributors - 25 June 2019

    • 25 Jun 2019

      Tylney Hall Hotel & Gardens

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

    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 - 19 September 2019

    A Meeting of Minds Asset Management - 19 September 2019

    • 19 Sep 2019

      The Berkeley Hotel

      The Berkeley Hotel, Wilton Place, Knightsbridge, London

    Owen James have added another community to its Meeting of Minds programme: Asset Management. This Meeting brings together the asset management community focused on Retail Distribution Strategy. Participants will be at Director level and above and will be personally invited.

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  • A Meeting of Minds Bank and Brand Distribution of Retail Financial Services  - 3 October 2019

    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

    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. This session is for those firms based in the southern half of the UK.

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  • Mindful of Technology in Financial Services - 13 November 2019

    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

    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.

    Read more
  • A Meeting of Minds Advisory Distributors - 28 November 2019

    A Meeting of Minds Advisory Distributors - 28 November 2019

    • 28 Nov 2019

      The Lanesborough Hotel

      Hyde Park Corner, London, SW1X 7TA

    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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