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 - Winning Advisers - South - 14 October 2021
- 14 Oct 2021
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
Tylney Hall Hotel
This Meeting brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole. Obviously in light of the pandemic, your businesses, your clients and your people will have all been substantially affected. There will be a lot to discuss.
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A Meeting of Minds - Advisory Distributors - 25 November 2021
- 25 Nov 2021
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. Obviously in light of the pandemic, your businesses, your clients and your people will have all been substantially affected. There will be a lot to discuss.
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A varied and constructive conference that left me feeling empowered and knowledgeable on the impact of good culture and change.
| Gemma Cubitt, St James's Place Wealth Management
