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 Ciara Sala on 01483 861 334 or email email@example.com.
- 14 May 2019
The Royal College of Physicians, London
The goal of the day is to provide you with an opportunity to examine the sort of retirement investment solutions available as well as learn more about the bigger issues impacting this fast changing area.
- 13 Jun 2019
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
- 13 Nov 2019
The Royal College of Physicians
Findings from WEALTH MANAGEMENT & PRIVATE BANKING
The industry approaches digital from various angles. Different firms focus on different aspects, but mostly digital is spoken about in the context of client experience. To implement digital transformation projects successfully, firms need to have an organisation-wide digital strategy and focus on its people to bring the change about.
Are you reducing operating costs and headcount or are you using this freed up time to go for growth? Are you measuring the progress? The goal of the session is to encourage you to sit back and question how your business is being affected and indeed whether the effect should be greater.
SHOULD WE TALK TRADE BATTLES? PRESIDENT TRUMP IS. HOW IS IT AFFECTING MARKETS? COULD THE CHANGING WORLD ORDER BENEFIT THE UK AS IT LOOKS SET TO BREXIT
The abundance of global geopolitical issues raises questions on how markets and investments will be impacted – delegates speak about the risks they are most concerned with.
Latest from WEALTH MANAGEMENT & PRIVATE BANKING
PLUGGING INTO THE MILLENNIAL OPPORTUNITY - HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES? (2)
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.
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.
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
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!