WEALTH MANAGEMENT AND PRIVATE BANKING

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

  • WealthTech Matters - The Business

    11 Nov 2020

    Online Platform - Zoom

    Virtual Event

  • Paraplanning Excellence - Tuesday 17 November 2020

    17 Nov 2020

    Virtual

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A well organised and well executed event, providing tangible opportunities to network and develop business partnerships.

MetLife

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