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. 

filter events
  • A Meeting of Minds Advisory Distributors - June 2024

    A Meeting of Minds Advisory Distributors - June 2024

    • 27 Jun 2024

      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.

    Read more
  • A Meeting of Minds Winning Advisers South - October 2024

    A Meeting of Minds Winning Advisers South - October 2024

    • 10 Oct 2024

      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.

    Read more
  • A Meeting of Minds - Advisory Distributors - 21 November 2024

    A Meeting of Minds - Advisory Distributors - 21 November 2024

    • 21 Nov 2024

      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

Top