Events Calendar

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 – Business Briefing - Adapting to the New Normal
- 28 May 2020
  
  Online Meeting
A Meeting of Minds - the online kind.
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A Meeting of Minds - Advisory Distributors - 17 September 2020
- 17 Sep 2020
  
  Tylney Hall & Gardens, Ridge Lane, Rotherwick, Hook RG27 9AZ
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
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A Meeting of Minds - Winning Advisers North - 8 October 2020
- 8 Oct 2020
  
  The Grand
  The Grand, York, Station Rise, North Yorkshire
This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 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.
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A Meeting of Minds - Winning Advisers South - 15 October 2020
- 15 Oct 2020
  
  Tylney Hall Hotel & Gardens
  Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, Hampshire
This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 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.
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Paraplanning Excellence - Tuesday 17 November 2020
- 17 Nov 2020
  
  Schroder's Offices
  Schroder's Offices, EC2Y 5AU
A day of high level investment and industry updates for paraplanners based in 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 - Advisory Distributors - 26 November 2020
- 26 Nov 2020
  
  The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
Read more