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 Wealth Management and Private Banking - 10 June 2021
- 10 Jun 2021
Online Platform
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.
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
Having the opportunity to discuss and share ideas with other IFA's was what I found most useful at Winning Advisers
Paul Young IFA
