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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A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
- 10 Sep 2020
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London
Bringing together the CEOs and CIOs of the private banks and larger wealth management firms. The Meeting 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 - 17 September 2020 with dinner on the preceding evening
- 17 Sep 2020
  
  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. 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 - Asset Management - 17 September 2020
- 17 Sep 2020
  
  Virtual Event
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 - The Adviser
- 24 Sep 2020
  
  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 sides of the equation.
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A Meeting of Minds - Bank & Brand Distribution of Retail Financial Services - 8 October 2020
- 8 Oct 2020
  
  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.
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A Meeting of Minds - Winning Advisers North - 8 October 2020 with dinner on the preceding evening
- 8 Oct 2020
  
  The Grand
  The Grand, Station Rise, York, YO1 6GD
This Meeting brings together the owner managers of financial advisory firms who 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 with dinner on the preceding evening
- 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 - £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.
Read more
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
  
  Schroder's Offices
  Schroder's Offices, EC2Y 5AU
A day of high level investment briefings 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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A Meeting of Minds - Wealth Management and Private Banking - 19 November 2020
- 19 Nov 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.
Read more
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.
Read more