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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WealthTech Matters - The Adviser
- 24 Sep 2020
  
  Online Platform - Zoom
  Virtual Event
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 different parts of the equation.
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A Meeting of Minds - Bank & Brand Distribution of Retail Financial Services - 8 October 2020
- 8 Oct 2020
  
  Online Platform - Zoom
  Virtual Event
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 North - 8 October 2020
- 8 Oct 2020
  
  Online Platform - Zoom
  Virtual Event
This Meeting 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. Obviously in light of the pandemic, your businesses, your clients and your people will have all been substantially affected. There will be a lot to discuss.
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A Meeting of Minds - Winning Advisers South - 15 October 2020
- 15 Oct 2020
  
  Online Platform - Zoom
  Virtual Event
This Meeting 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. Obviously in light of the pandemic, your businesses, your clients and your people will have all been substantially affected. There will be a lot to discuss.
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WealthTech Matters - The Business
- 11 Nov 2020
  
  The Berkely Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
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.
Read more
Paraplanning Excellence - Tuesday 17 November 2020
- 17 Nov 2020
  
  Virtual
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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A Meeting of Minds Wealth Management and Private Banking - 19 November 2020
- 19 Nov 2020
  
  Online Platform - Zoom
  Virtual Event
This Meeting brings together the CEOs and CIOs of the private banks and the larger wealth management firms. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss.
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A Meeting of Minds - Advisory Distributors - 26 November 2020
- 26 Nov 2020
  
  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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