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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The Journey from ESG to Impact
- 3 Mar 2021
  
  Online Hub
An exclusive virtual Breakfast Briefing discussing - The journey from ESG to Impact - taking place on Wednesday 3 March between 8.30am and 10am.
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WealthTech Matters - The Client - 11 March 2021
- 11 Mar 2021
  
  Zoom
  Virtual Event
As a result of the pandemic, the pace of technological innovation is even faster - for both you and your clients. So how do you, as the senior technology strategy decision maker within your organisation, keep up? To respond to this need, working with Wealth Mosaic, we at Owen James have created a series of three WealthTech Matters to focus on the technological changes affecting the three key areas of your business: the client, the adviser/relationship manager and the business as a whole. The March iteration will focus on the client.
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A Meeting of Minds - Winning Advisers - 29 April 2021
- 29 Apr 2021
  
  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.
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A Meeting of Minds Wealth Management and Private Banking - 10 June 2021
- 10 Jun 2021
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London
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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WealthTech Matters - The Adviser 17 June 2021
- 17 Jun 2021
  
  Rise, 41 Luke Street, Shoreditch, EC2A 4DP
  Rise
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 - Advisory Distributors - 24 June 2021
- 24 Jun 2021
  
  Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook RG27 9AZ
This Meeting brings together the CEOs/MDs, 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. 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. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole.
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A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
- 7 Oct 2021
  
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
  The Berkeley
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 - Gatekeepers
- 12 Oct 2021
  
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
  The Berkeley
This Meeting brings together forty 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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A Meeting of Minds - Winning Advisers - South - 14 October 2021
- 14 Oct 2021
  
  Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
  Tylney Hall Hotel
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 November 2021
- 11 Nov 2021
  
  Rise, 41 Luke Street, Shoreditch, EC2A 4DP
  Rise
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. We have created three events that look specifically at what technology can do to enhance these sides of the equation.
Read more
A Meeting of Minds Wealth Management and Private Banking - 18 November 2021
- 18 Nov 2021
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London
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.
Read more
A Meeting of Minds - Advisory Distributors - 25 November 2021
- 25 Nov 2021
  
  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. 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.
Read more