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 Advisory Distributors - June 2022

    A Meeting of Minds Advisory Distributors - June 2022

    • 23 Jun 2022

      Tylney Hall Hotel & Gardens

      Tylney Hall Hotel & 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 South - October 2022

    A Meeting of Minds Winning Advisers South - October 2022

    • 13 Oct 2022

      Tylney Hall Hotel & Gardens

      Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ

    This event 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.

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  • A Meeting of Minds Gatekeepers - October 2022

    A Meeting of Minds Gatekeepers - October 2022

    • 20 Oct 2022

      The Berkeley Hotel

      The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

    This Meeting brings together fifty heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.

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  • A Meeting of Minds Advisory Distributors - November 2022

    A Meeting of Minds Advisory Distributors - November 2022

    • 24 Nov 2022

      The Berkeley Hotel

      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

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