Focus on those firms who look after the financial affairs of the private client. At the core of this community sits A Meeting of Minds Wealth Management and Private Banking which brings together the CEOs and CIOs of the private banks and wealth managers.
Their common denominator being a focus on the financial needs of high net worth clients. There is a global feel to the conversation as their clients tend to be international and therefore subject to cross border regulation and tax regimes.
The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses.
If you would like to get involved please do call Charlie Martin on 01483 861334 or email charliemartin@owenjamesgroup.com.
Events
- 11 Nov 2020
Online Platform - Zoom
Virtual Event
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business: their clients, their advisers and staff and their business as a whole. We have created three events that look specifically at what technology can do to enhance these sides of the equation.
WealthTech Matters - The Business
11 Nov 2020Online Platform - Zoom
Virtual Event
Paraplanning Excellence - Tuesday 17 November 2020
17 Nov 2020Virtual
Findings from WEALTH MANAGEMENT AND PRIVATE BANKING
Business Purpose/Brand Authenticity
Business Purpose/Brand Authenticity: Why financial services need to demi
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Wealth Management and Private BankingWealth Management and Private BankingCOVIDdiversityESGPensionPhilanthropy
M&A -The Outlook
MA - The Outlook. A consideration of the opportunities and activity during and following the pandemic
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Wealth Management and Private BankingWealth Management and Private BankingcostCOVIDPensionProfitabilityTechnology
Work, as both a place and an activity, has changed
Work, as both a place and an activity, has changed. What does the future look like? Is it now about the work-life blend rather than balance?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Wealth Management and Private BankingWealth Management and Private BankingAuditCOVIDDataMortgagesproductivity
Latest from WEALTH MANAGEMENT AND PRIVATE BANKING
2. PLUGGING INTO THE MILLENNIAL OPPORTUNITY - HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services. This is part 2 of a 3 part article by John Hall, Head of Retail at Owen James Events.
12 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
1. PLUGGING INTO THE MILLENNIAL OPPORTUNITY – HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services.
11 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
Introducing ‘The MIND’ - a platform for change for the Private Wealth industry
06 July 2017
Choosing the right business partners to flourish in today's environment and future proof your business.
Last week we interviewed Pollyanna Harper, Head of iShares UK Intermediary Sales at Blackrock iShares, to hear her views on the industry and the challenges within it.
20 April 2017
Financial AdvisoryWealth Management and Private BankingInterviewNews
Launching oneMind - our new digital solutions platform
Owen James is proud to announce the launch of oneMIND – a digital platform for Wealth Managers and Private Banks to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions.
30 March 2017
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
A well organised and well executed event, providing tangible opportunities to network and develop business partnerships.
