Our Events

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Owen James seeks to provide a platform for strategic engagement within the finance sector: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The end game being to enable financial services firms to do better business - commercially, intelligently and ethically.

 


 

A Meeting of Minds...

For us it is all about the right people at the right level, discussing and shaping the financial services industry together in the right place.

The Meeting of Minds events platform serves three distinct financial services communities - Wealth Management and Private Banking, Financial Advisory and Retail Financial Services, Bank and Brand Distribution

For the Private Banking & Wealth Management Meeting and the Financial Advisory Meeting the invited audience is at CEO and CIO level. For the Retail Financial Services sessions, the audience are typically senior decision-makers with responsibility for overseeing their company's strategy with regard to forming partnerships with product and service providers to enhance their Financial Services offering. They are typically drawn from disciplines affecting product development, distribution, client insight and marketing.

Get involved with...

FINANCIAL ADVISORY 

RETAIL FINANCIAL SERVICES, BANK & BRAND DISTRIUBTION

 WEALTH MANAGEMENT AND PRIVATE BANKING

 


 

Breakfast Briefings

In addition to the core Meeting of Minds within the Wealth Management Community, Owen James run a series of quarterly Breakfast Briefings for the following communities:

  1. Chief Operating Officers
  2. Philanthropy
  3. Chief Financial Officers
  4. Heads of Financial Panning 

These sessions are Chatham House and short, sharp and to the point briefings and discussions.

 

GET INVOLVED WITH BREAKFAST BRIEFINGS 

 


 

Mindful of...

In this fast moving world, there are certain subjects worthy of exclusive focus. Last year we focused on the issue of culture within organisations and Investing in Retirement. For 2016 and beyond we will delve into understanding the client and will also revisit Investing in Retirement. So for "Mindful of" please understand - an opportunity to spend a day of focused learning - lectures and tutorials.

GET INVOLVED WITH MINDFUL OF

 

 

 

 


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