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 - 17 September 2020

    A Meeting of Minds - Advisory Distributors - 17 September 2020

    • 17 Sep 2020

      Online Platform - Zoom

      Virtual Event

    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 Meeting of Minds - Winning Advisers North - 8 October 2020 with dinner on the preceding evening

    A Meeting of Minds - Winning Advisers North - 8 October 2020 with dinner on the preceding evening

    • 8 Oct 2020

      The Grand

      The Grand, Station Rise, York, YO1 6GD

    This Meeting brings together the owner managers of financial advisory firms who 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 - Winning Advisers South - 15 October 2020 with dinner on the preceding evening

    A Meeting of Minds - Winning Advisers South - 15 October 2020 with dinner on the preceding evening

    • 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 - £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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  • Paraplanning Excellence - Tuesday 17 November 2020

    Paraplanning Excellence - Tuesday 17 November 2020

    • 17 Nov 2020

      Schroder's Offices

      Schroder's Offices, EC2Y 5AU

    A day of high level investment briefings 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

    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

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