Sustainability

Owen James specialises in hosting prestigious events for the financial services sector, uniting key industry communities to exchange ideas, address challenges, and develop strategic solutions alongside their peers.

Our mission is clear: to help firms achieve better outcomes by fostering collaboration, driving innovation, and creating impactful platforms for engagement. We serve the following communities:

Advisory Distributors
Strategic and product leaders from the top 100 UK advisory firms, including nationals, consolidators, networks, rating agencies, retail banks, and IFAs.

Winning Advisers
Heads of the UK’s top 100–500 Independent Financial Advisory firms, managing £150M–£700M in assets and typically employing 5–20 advisers.

Paraplanning Excellence
Paraplanners, analysts, and technical experts supporting advisers at the top 500 UK IFAs, Wealth Managers, and Private Banks.

Wealth Management and Private Banking
CEOs and CIOs from global private banks, discretionary fund managers (DFMs), multi-family offices (MFOs), and wealth managers with a focus on the UK.

Gatekeepers
Heads of fund selection and research from the top 100 UK advisory and discretionary wealth management companies.

Retirement Matters
Decision-makers from advisory firms and wealth managers (AUM >£100m), workplace consultants, actuarial firms, and pension trustees.

WealthTech Matters
COOs, CTOs, and their teams from the UK’s largest wealth management firms attend our triannual events to explore technology solutions.

Our Event Platforms

• A Meeting of Minds
  Strategic forums backed by research, enabling meaningful engagement with key distribution channels and delivering measurable value.

• Business Briefings
  Exclusive sessions tailored for CFOs and COOs.

• Dinner Briefings
  High-level gatherings for CEOs to network and share insights.

• Breakfast Briefings
  Focused discussions for CIOs, philanthropy leaders, HR directors, and heads of wealth planning.

Red Folder Events
A bespoke event management service covering all your needs, from breakfast briefings to hybrid conferences, ensuring seamless execution.