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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Winning Advisers - Harrogate
- 30 Apr 2019
Rudding Park Hotel
Rudding Park, Follifoot, Harrogate, North Yorkshire HG3 1JH
Winning Advisers provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.
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Winning Advisers - Chippenham
- 2 May 2019
Bowood Hotel Spa and Golf Resort
Bowood Hotel, Derry Hill, Chippenham SN11 9PQ
Winning Advisers provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.
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A Meeting of Minds Advisory Distributors - 25 June 2019
- 25 Jun 2019
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook
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 - 15 October 2019
- 15 Oct 2019
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Ln, Rotherwick, Hook RG27 9AZ
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. This session is for those firms based in the southern half of the UK.
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Mindful of Technology in Financial Services - 13 November 2019
- 13 Nov 2019
The Royal College of Physicians
London
Owen James are delighted to announce the launch of Mindful of Technology in Financial Services (MOTIFS). Start with the end in mind and work backwards. Do you evolve existing technology, build from scratch or outsource? Does the technology reflect the professionalism and future vision of your firm?
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A Meeting of Minds Advisory Distributors - 28 November 2019
- 28 Nov 2019
The Lanesborough Hotel
Hyde Park Corner, London, SW1X 7TA
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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One of the best arranged and co-ordinated events I have done. A diverse mix of people and backgrounds. We made some great contacts that we are now capitalising on
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