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 is the 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 Mark Davison on 01483 861334 or email markdavison@owenjamesgroup.com.
Or request an invitation here Event Invitation Request (owenjamesevents.com)
Events
- 13 Jun 2024
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This event brings together the CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is the UK.
A Meeting of Minds Wealth Management and Private Banking - June 2024
13 Jun 2024The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
A Meeting of Minds Wealth Management and Private Banking - November 2024
14 Nov 2024The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
Findings from Wealth Management and Private Banking
Japan Rediscovered – The fundamental and current changes
Expert: June-Yon Kim, Head of Japanese Equities at Lazard Asset Management Facilitator: Rupert Neville, Project Director
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Wealth Management and Private BankingMeeting of MindsGlobal economyGrowthInvestmentsJapanvalue
Decarbonisation - A structural growth opportunity of a lifetime
Expert: Graeme Baker, Portfolio Manager, Ninety One Facilitator: Darshita Gillies, CEO & Founder, Maanch
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Wealth Management and Private BankingMeeting of MindsfinanceGrowthMarketingResearchTechnology
Round Two - Managing the next set of risks, rules and requirements
Expert: Dr. Anthony Kirby, Partner- Risk and Regulation, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Wealth Management and Private BankingMeeting of MindsConsumer DutyESGManagementRegulationTraining
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
Excellent networking session with engaged people who were not afraid to share opinion.