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 - November 2023
- 9 Nov 2023
SEI Investments
SEI Investments, 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.
Read more -
NEW for 2023! WealthTech Matters Switzerland - November 2023
- 14 Nov 2023
Brandschenkestrasse 110, Zürich, Switzerland
Google Zürich
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.
Read more
Very well organised - and the event team were so helpful and friendly. Enormously helpful and I would definitely attend one of your events again.
| Anne-Marie McConnon, BNY Mellon