Events Calendar

Paraplanning Excellence - November 2018

• 1 Nov 2018

  The Royal College of Physicians - 11 St Andrews Place, London NW1 4LE

A day of high level investment 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.

A Meeting of Minds Wealth Management and Private Banking - November 2018

• 15 Nov 2018

  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.

A Meeting of Minds Advisory Distributors - November 2018

• 27 Nov 2018

  Lanesborough Hotel

  Lanesborough Hotel, Hyde Park Corner, London

Just Retirement Leaders' Annual Summit - 6 February 2019

• 6 Feb 2019

  The Berkeley Hotel

  The Berkeley Hotel - Knightsbridge, London SW1X 7RL

The Retirement Leaders Annual Summit will bring together approximately 150 key decision makers from the largest providers, distributors and policy makers to discuss the changing market landscape and the macro trends that will impact their clients and their own businesses in the future.

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 Retail Distribution Strategy. Participants will be at Director level and above and will be personally invited.

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.

Winning Advisers - The Regional Roadshow 2019 - Harrogate

• 30 Apr 2019

  Rudding Park

  Rudding Park Hotel, Follifoot, Harrogate, North Yorkshire HG3 1JH

Winning Advisers - the Regional Roadshow provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

Winning Advisers - The Regional Roadshow 2019 - Leicester

• 1 May 2019

Winning Advisers - the Regional Roadshow provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

Winning Advisers - The Regional Roadshow 2019 - Cheltenham

• 2 May 2019

  Ellenborough Park

  Ellenborough Park, Southam Road, Cheltenham, Gloucestershire, GL52 3NJ

Winning Advisers - the Regional Roadshow provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

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.

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.

A Meeting of Minds Advisory Distributors - 25 June 2019

• 25 Jun 2019

  Pennyhill Park Hotel

  Pennyhill Park Hotel, London Road, Bagshot, Surrey, GU19 5EU

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.