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 Bank and Brand Distribution of Retail Financial Services - October 2022
- 6 Oct 2022
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. The delegation is made up of senior decision makers representing those high street and online banks and brands which offer a range of third party financial products and services as well as those representing large membership organisations reviewing the third party financial services and products which may benefit their membership.
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A Meeting of Minds Winning Advisers South - October 2022
- 13 Oct 2022
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
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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A Meeting of Minds Gatekeepers - October 2022
- 20 Oct 2022
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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Paraplanning Excellence - Tuesday 1 November 2022
- 1 Nov 2022
Schroders Office
1 London Wall Place, Barbican, London
A day of high level investment briefings and industry updates for paraplanners based in the UK. Paraplanning Excellence is an intense half day of relevant investment-focused learning for those of you keen to get ahead.
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WealthTech Matters The Business - November 2022
- 10 Nov 2022
The Offices of EY
The Offices of EY 1 More London Place, London, SE1 2AF
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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A Meeting of Minds Wealth Management and Private Banking - November 2022
- 17 Nov 2022
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 UK.
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A Meeting of Minds Advisory Distributors - November 2022
- 24 Nov 2022
The Berkeley Hotel
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.
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The Beacon Philanthropy Impact Forum 2022
- 30 Nov 2022
Old Library & Print Room, Guildhall Yard, London, EC2V 5AE
Collaborating to increase philanthropy and social investment amongst the wealthy in the UK.
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WealthTech Matters The Client - March 2023
- 16 Mar 2023
SEI Investments,
SEI Investments, 14-18 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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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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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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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 varied and constructive conference that left me feeling empowered and knowledgeable on the impact of good culture and change.
| Gemma Cubitt, St James's Place Wealth Management