Events Calendar

Listing of events being held by Owen James for the financial services industry in chronological order:

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  • A Meeting of Minds  Advisory Distributors - November 2017

    A Meeting of Minds Advisory Distributors - November 2017

    • 30 Nov 2017

      Lanesborough Hotel, Hyde Park Corner, London

    This Meeting operates two streams - the CEO stream brings together those individuals who set the overall strategy for the firm - be it a national, network or consolidator. The second stream brings together those involved in setting/structuring the firm's product/proposition offering.

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  • Retirement Leaders Annual Summit 2018

    Retirement Leaders Annual Summit 2018

    • 6 Feb 2018

      St. Pancras Renaissance Hotel, London

    The Retirement Leaders' Annual Summit will bring together approximately 150 key decision makers from the largest providers and distributors to address the challenge of rebuilding trust in long term savings.

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  • A Meeting of Minds Winning Advisers - April 2018

    A Meeting of Minds Winning Advisers - April 2018

    • 26 Apr 2018

      Aspire, Infirmary Street, Leeds

    Winning Advisers are the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 4 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 northern half of the UK.

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  • Mindful of Investing in Retirement - May 2018

    Mindful of Investing in Retirement - May 2018

    • 16 May 2018

      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 Bank and Brand Distribution of Retail Financial Services  - October 2018

    A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018

    • 11 Oct 2018

      The Berkeley Hotel, Wilton Place, Knightsbridge, London

    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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