Who we are
Owen James bring together strategic heads from the largest distributors across the financial services landscape to strategise with each other. The objective has always been to create a platform for change among key influencers at a business and industry level.
Enabling financial services to do better business.
At Owen James, our mission is to serve as an indispensable industry resource, connecting the right people to address the strategic challenges facing their sectors. When needed, we provide actionable plans that help drive meaningful change.
We take pride in being recognised for delivering the highest quality, high-end events in the market, all backed by extensive research and expert consultancy.
Our commitment is clear - to provide sustainable, diverse events and extensive, insightful research that allow the financial sector to connect, find inspiration, and collaborate to influence positive change. Together, we create impactful solutions that shape the future of finance.
Values and Vision
Our Values - to be diverse, sustainable, collaborative, unique and relevant.
Our Vision - to be the leading research and events company, connecting, preparing and inspiring change in the finance world, globally.
Events to meet your needs - Our strategic forums, backed by research, foster meaningful engagement with key distribution channels, delivering measurable value to all participants.
A Meeting of Minds and thematic events
Ultimately, we host three types of events;
A Meeting of Minds: Biannual strategic events that bring together C-suite decision-makers from the largest distributors in specific channels, including Wealth Managers, Private Banks, IFAs, and Fund Selectors.
WealthTech Matters: Exclusive gatherings for COOs, CTOs, and their teams from the largest UK Wealth Management companies, focused on the latest technology trends.
Retirement Matters: Tactical events for key decision-makers responsible for setting the strategy around advising clients on retirement planning options.
Business Briefings - Breakfast, Lunch and Dinner
Our Strategic Business Briefings, typically organised by our Red Folder Events team, are exclusive two-hour sessions held over breakfast, lunch or evening events.
These briefings bring together senior decision-makers from niche communities to provide concise, focused updates on key themes and critical business issues. Designed to deliver actionable insights in a short, impactful format, these events offer an opportunity for industry leaders to stay informed, discuss emerging trends, and make strategic decisions that drive their businesses forward.
Red Folder Events
Red Folder offers a bespoke event management service that covers all your needs, from breakfast briefings to hybrid conferences, ensuring seamless execution every step of the way.
We provide a comprehensive solution that handles every aspect of your event, including audience identification, invitations, and delivering an unforgettable experience. Whether it's a breakfast or lunch briefing, an annual conference, or a full-day event, we have the expertise to host it virtually, hybrid, or in person.
Red Folder Events guarantees success, ensuring your event is impactful and expertly managed.
The Owen James team
Our team is dedicated to ensuring every event is carefully planned and executed seamlessly. We take pride in providing exceptional service and fostering a welcoming, inclusive atmosphere for all.
