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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A Meeting of Minds Asset Management - 7 March 2019
- 7 Mar 2019
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 distribution, marketing and operations. 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 - 28 March 2019
- 28 Mar 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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Winning Advisers - The Regional Series 2019 - Harrogate
- 30 Apr 2019
Rudding Park
Rudding Park Hotel, Follifoot, Harrogate, North Yorkshire HG3 1JH
Winning Advisers - the Regional Series 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 - The Regional Series 2019 - Stapleford
- 1 May 2019
Stapleford Park, Stapleford, Melton Mowbray
Stapleford, Leicestershire
Winning Advisers - the Regional Series 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 - The Regional Series 2019 - Calne
- 2 May 2019
Bowood Hotel Spa and Golf Resort
Bowood Hotel, Derry Hill, Calne, SN11 9PQ
Winning Advisers - the Regional Series 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
- 14 May 2019
The Royal College of Physicians, London
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
- 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
- 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
- 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.
Read more -
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
- 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
- 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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You go from strength to strength - excellent stuff!
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