Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.
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.
WealthTech Matters will focus on three themes and will discover and discuss technology solutions that solve key challenges facing their business. The year will then conclude with Owen James' flagship event Meeting of Minds - Technology in Financial Services.
Who Will Be in the Room?..
Each event will bring together COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
The Client - 10/3/2020
How you find and engage prospects, onboard, manage and service clients efficiently and profitably is changing. Learn what technology tools are doing in these areas.
The Adviser/Employee - 24/09/2020
Please note this event was due to take place on Thursday 18 June but was postponed due to COVID-19.
A wide range of technology now exists to increase the efficiency, speed and effectiveness of your employees. Learn what technology tools can do for your employees.
The Business - 11/11/2020
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.
If you would like to find out more about these events, do please call John Hall on 01483 861334 or email him at email@example.com.
What to Expect:
See the event in action - below is a video from The Client - our event that took place in March:
- 12 Oct 2021
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This Meeting brings together forty heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.
- 18 Nov 2021
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
Findings from WealthTech Matters
Experts: Jessica Reed, Richard McDermott, Charlotte Fraser, Partners from Farrer & Co and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
Wealth Management and Private BankingMeeting of MindsVirtualWealth Management and Private BankingBusiness ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingYour business
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
Wealth Management and Private BankingVirtualWealth Management and Private BankingBrandBusiness ModelClientCommercialcostCOVIDExperienceFCAFinancial adviserFinancial servicesleadershipRegulationremote workingresilienceStrategyYour business
Latest from WealthTech Matters
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.
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.
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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
Any serious thinker at any meaningful firm in this market should be at these industry gatherings!