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 Ciara Sala on 01483 861 334 or email ciarasala@owenjamesgroup.com.
Events
- 10 - 24 Mar - Sep 2020
RISE
RISE, 41 Luke Street, London, EC2A 4DP
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. We have created three events that look specifically at what technology can do to enhance these sides of the equation.
A Meeting of Minds - Wealth Management and Private Banking - 11 June 2020
11 Jun 2020The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
A Meeting of Minds - Wealth Management and Private Banking - 11 June 2020
11 Jun 2020The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
Findings from WEALTH MANAGEMENT AND PRIVATE BANKING
Understanding the investment implications of the gig economy
This session was a breakfast briefing and there were no notes taken. There is however an excellent link to the article written by William which covers of the subject in its entirety.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Wealth Management and Private BankingWealth Management and Private BankingInvestments
The fundamentals of quantitative investing
The Use of Quant/Factor investing:
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Wealth Management and Private BankingWealth Management and Private BankingInvestmentsProposition
Cyber risk is growing, and attacks are on the increase.
Cyber threats have become increasingly prevalent since data and transactions have been available online. The always accessible internet means that criminals have been able to reduce their risk of discovery by working across borders and increase the potential rewards by automating attacks on mass markets. Initially targets were large size and known-brand enterprises (e.g. asset management firms and banks) but this has now moved to small and medium-sized enterprises. Another trend is the re-use of malware – once something has been seen to work, it is available to anyone to copy and develop, both across borders and cross industries: In 2010 one firm lost £10 million within 2 hours due to the network being breached, prepaid cards being topped up and money withdrawn. This same technique has been used in several later attacks in different countries. Another cyber issue called ‘Stuxnet’ originally targeted a Siemens centrifuge to spin slightly too fast, damaging Iran’s nuclear program. The code was reverse-engineered and was later seen in financial systems. Our expert recommended using the NIST framework - a framework for countering cyber issues which included 5 pillars:
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Wealth Management and Private BankingWealth Management and Private BankingCyberRiskTechnology
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 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!
