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 Business
- 11 Nov 2020
Online Platform - 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 as a whole. We have created three events that look specifically at what technology can do to enhance these sides of the equation.
Read more -
Paraplanning Excellence - Tuesday 17 November 2020
- 17 Nov 2020
Virtual
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.
Read more -
A Meeting of Minds Wealth Management and Private Banking - 19 November 2020
- 19 Nov 2020
Online Platform - Zoom
Virtual Event
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.
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You go from strength to strength - excellent stuff!
| Lloyds Bank Private Banking
