Listing of events being held by Owen James for the financial services industry in chronological order:
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A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
- 12 Oct 2017
The Berkeley Hotel, London
This Meeting brings together director level representatives from retail banks and brands keen to explore new distribution strategies and to learn about product and service innovation.
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A Meeting of Minds Winning Advisers South - October 2017
- 17 Oct 2017
Pennyhill Park Hotel & Spa, Surrey
A one day event which brings together the owner managers of top IFAs to work through a set of strategies crucial to the ongoing success of their businesses.
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Paraplanning Excellence North - November 2017
- 8 Nov 2017
Aspire, 2 Infirmary Street, Leeds
A day of high level investment and industry updates for paraplanners based in the north of the UK. Paraplanning Excellence is an intense day of relevant investment-focused learning for paraplanners who want to get ahead.
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Paraplanning Excellence South - November 2017
- 9 Nov 2017
Offices of Schroders, London
A day of high level investment and industry updates for paraplanners based in the south of the UK. Paraplanning Excellence is an intense day of relevant investment-focused learning for paraplanners who want to get ahead.
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A Meeting of Minds Wealth Management and Private Banking - November 2017
- 16 Nov 2017
Lanesborough Hotel, Hyde Park Corner, 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.
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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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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
- 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 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
