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 & 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 Simon Black on 01483 861 334 or email email@example.com.
- 6 Feb 2018
St. Pancras Renaissance Hotel, London
The Retirement Leaders' Annual Summit will bring together approximately 150 key decision makers from the largest providers and distributors to address the challenge of rebuilding trust in long term savings.
- 16 May 2018
The Royal College of Physicians, London
Findings from WEALTH MANAGEMENT & PRIVATE BANKING
Experts:John Cole and Anthony Kirby, EY Key message
19 July 2016
Expert: David Fletcher, Farrer & Co Key message
19 July 2016
Expert: Michael Gruener, Co-Head of the Blackrock iShares EMEA Sales Team
19 July 2016
Latest from WEALTH MANAGEMENT & PRIVATE BANKING
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
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
Last week, Owen James ran the 20th Wealth Management and Private Banking Meeting of Minds – we have hit the decade mark!
24 November 2016
Let’s talk about building a culture of EveryDay innovation. It’s one of our favourite topics, not just because I’ve written a book on it but because it really matters. As leaders we have to be thinking about innovation at a cultural level as we seek to evolve our organisations to become next generation businesses. Oh, and just to be clear, getting this right delivers game-changing, business transforming results. And, so why wouldn’t we want to talk about it!
25 October 2016
A very well run and enjoyable event with the right balance of input and discussion, attended by a broad range of experienced and interesting people - highly recommended!