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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Reimagining Real Estate Investment
- 4 Mar 2020
The City Centre
The City Centre, 80 Basinghall Street, London EC2V 5AR
Following the exciting, new launch of IPSX – the world’s first regulated stock exchange dedicated to the listing and trading of companies that own single institutional grade Commercial Real Estate (CRE) assets – we are delighted to invite you to a CIO lunch briefing ‘Reimagining Real Estate Investment’.
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A Meeting of Minds - Asset Management - 5 March 2020
- 5 Mar 2020
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
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 - 10 March, 18 June and 24 September 2020
- 10 - 24 Mar - Sep 2020
RISE, 41 Luke Street, London, EC2A 4DP
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 - 26 March 2020
- 26 Mar 2020
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 North - 30 April 2020
- 30 Apr 2020
The Grand
The Grand, York, Station Rise, North Yorkshire
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.
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Mindful of Investing in Retirement - Tuesday 19 May 2020
- 19 May 2020
The Royal College of Physicians
The Royal College of Physicians, 11 St Andrews Place, Regent's Park London NW1 4LE
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 - 11 June 2020
- 11 Jun 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 - 23 June 2020
- 23 Jun 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.
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A Meeting of Minds - Asset Management - 17 September 2020
- 17 Sep 2020
The Berkeley Hotel, Wilton Place, Knightsbridge, London
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.
Read more -
A Meeting of Minds - Bank & Brand Distribution of Retail - 8 October 2020
- 8 Oct 2020
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 South - 15 October 2020
- 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 - £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.
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Paraplanning Excellence - Tuesday 3 November 2020
- 3 Nov 2020
Royal College of Physicians
Royal College of Physicians, 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.
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