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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SHOWING 1 - 12 of 20

Fidelius Lunch Briefing - Bristol
- 23 Feb 2023
  
  Thornbury Castle Hotel
  Castle St, Thornbury, Bristol, BS35 1HH
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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Fidelius Lunch Briefing - Peterborough
- 2 Mar 2023
  
  Haycock Manor Hotel
  Haycock Manor Hotel, Wansford, Peterborough PE8 6JA
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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Fidelius Lunch Briefing - Devon
- 15 Mar 2023
  
  Gidleigh Park
  Chagford, Devon
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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WealthTech Matters The Client - March 2023
- 16 Mar 2023
  
  SEI Investments
  SEI Investments, Finsbury Square, London EC2A 1BR
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.
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Fidelius Lunch Briefing - London
- 22 Mar 2023
  
  The Andaz Hotel
  40 Liverpool St, London, EC2M 7QN
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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A Meeting of Minds Gatekeepers - March 2023
- 23 Mar 2023
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This Meeting brings together fifty 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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Fidelius Lunch Briefing - Birmingham
- 29 Mar 2023
  
  The Grand Hotel
  The Grand Hotel, Colmore Row, Birmingham, B3 2BS
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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A Meeting of Minds Winning Advisers North - April 2023
- 27 Apr 2023
  
  Rudding Park
  Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH
This event 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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NEW for 2023! A Meeting of Minds Paraplanning - May 2023
- 25 May 2023
  
  Royal College of Physicians
  11 St Andrews Pl, London NW1 4LE
This event brings together Paraplanners, Analysts and Technical support who work with advisers from the top 200 UK IFAs.
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A Meeting of Minds Wealth Management and Private Banking - June 2023
- 8 Jun 2023
  
  The Berkeley Hotel
  The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This event brings together the CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is the UK.
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A Meeting of Minds Advisory Distributors - June 2023
- 22 Jun 2023
  
  Tylney Hall Hotel & Gardens
  Tylney Hall Hotel & 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.
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WealthTech Matters The Adviser - June 2023
- 28 Jun 2023
  
  Royal College of Physicians
  Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
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.
Read more