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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WealthTech Matters - The Client - 11 March 2021
- 11 Mar 2021
Zoom
Virtual Event
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.
Read more -
A Meeting of Minds Wealth Management and Private Banking - 10 June 2021
- 10 Jun 2021
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
This Meeting brings together the CEOs and CIOs of the private banks and the larger wealth management firms. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss.
Read more -
A Meeting of Minds - Gatekeepers
- 12 Oct 2021
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
The Berkeley
This Meeting brings together forty heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.
Read more -
A Meeting of Minds Wealth Management and Private Banking - 18 November 2021
- 18 Nov 2021
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
This Meeting brings together the CEOs and CIOs of the private banks and the larger wealth management firms. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss.
Read more
Congratulations. Great training session today. The content was very rich and the room layout was excellent and conducive to discussion.
| Pauline Egan
