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A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

13 June 2019

A Meeting of Minds Wealth Management and Private Banking - 13 June 2019

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A Meeting of Minds Wealth Management and Private Banking - 13 June 2019

  • 13 Jun 2019

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

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THE BENEFITS OF PARTICIPATING:

  • Strategic engagement - Share best practice.
  • Meet your peers - Networking at the highest level.
  • Hear new thinking and explore the latest trends.
  • Inspiring insights from external keynote speakers.
  • Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you.
  • CPD accredited

HOW DOES IT WORK?

A Meeting of Minds is a day long forum: breakfast through drinks made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry.
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities including a formal seated luncheon.

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

WHO WILL BE PARTICIPATING?

  • This event will bring together the Chief Executive Officers, Managing Directors and Heads of Private Banking - those who set the strategic direction for the business; and the Chief Investment Officers and Heads of Investment strategy - those who set the firm's investment strategy and oversee their client propositions.

WHAT DOES IT COST?

  • The Meeting is free to attend

REGISTERING AS A PARTICIPANT

Participation at A Meeting of Minds Wealth Management and Private Banking is by invitation only.

For further details please call Ciara Sala on 01483 862697 - or email ciarasala@owenjamesgroup.com.

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Register as a Participant

The schedule of the day

See who joined us in June 2019

The Subject Matter

Findings

Schedule of the Day

  • 08:15

    Breakfast

    Informal networking

  • 09:00

    Welcome - Evie Owen, Joint Managing Director, Owen James

    Evie will share the highlights from the Scene Setter Research carried out in the run up to the Meeting of Minds.

  • 09:10

    The insider's perspective

    George Pascoe-Watson, Senior Partner and Chief Advisor, Portland Communications. Former Political Editor at The Sun and a frequent panellist on BBC Question Time, Any Questions and the Week in Westminster makes him well-positioned to provide an up to date take on what is going on.

  • 09:50

    Working Session 1

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 11:00

    Coffee

    Apple & BlackBerry Time

  • 11:20

    Networking

    Curated networking!

  • 12:00

    Working Session 2

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 13:10

    Lunch

    A seated formal lunch

  • 14:10

    Your clients - some insights! Roopalee Dave, Director, Wealth and Asset Management, EY.

    Roopalee will share some of the headline findings from a recent piece of EY research into private client trends and behaviours.

  • 14:20

    Behavioural Science: what can it teach you when it comes to communicating with your clients or, indeed, anyone? Hannah Lewis, Founder, Behave London.

    Hannah indulges her passion for problem solving using behavioural science. Behavioural economics, or as she prefers to think of it, applied psychology, can be used to help almost any process which involves humans and how they interact with the world. It's the perfect set of tools for solving problems; for fixing things; for making things better.

  • 14:50

    Working Session 3

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 16:00

    What you need to eat (and exclude) to be thinner, healthier and happier! Tim Spector, Professor of Genetics,

    What you need to eat (and exclude) to be thinner, healthier and happier! Following three years of exhaustive research, Tim Spector, Professor of Genetics, has recently published The Diet Myth, dispelling many nutritional myths and asking how our diets can improve the health of our gut microbes.

  • 16:30

    Fizz flows

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye!

Sponsors & partners

Altus

Standard Life

Factset

SEI Wealth Platform

Avaloq

Iress

Multrees

Lazard Asset Management

Farrer & Co

Dimensional Fund Advisors

Vanguard

BlackRock Investments

Carmignac

EY

Would you like to Sponsor this event?

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Speakers

  • George Pascoe-Watson

    George Pascoe-Watson

    Senior Partner & Chief Advisor, Portland Communications

    Who needs politicians? Do they add value? Whose side are they on? George Pascoe-Watson, Senior Partner and Chief Advisor, Portland Communications. A former Political Editor at the Sun and a frequent panellist on BBC Question Time, Any Questions and the Week in Westminster makes him well-positioned to judge.

  • Hannah Lewis

    Hannah Lewis

    Founder, Behave London

    Hannah Lewis, is founder of Behave London. She believe that brilliant ideas, backed by science, can change the world. She set up Behave London to indulge her passion for problem solving using behavioural science. Behavioural economics, or as she prefer to think of it, applied psychology, can be used to help almost any process which involves humans and how they interact with the world. It's the perfect set of tools for solving problems. For fixing things. For making things better.

  • Tim Spector

    Tim Spector

    Professor of Genetics and Author, www.tim-spector.co.uk

    Tim Spector is a Professor of Genetic Epidemiology and Director of the TwinsUK Registry at Kings College, London and has recently been elected to the prestigious Fellowship of the Academy of Medical Sciences. He trained originally in rheumatology and epidemiology. In 1992 he moved into genetic epidemiology and founded the UK Twins Registry, of 13,000 twins, which is the richest collection of genotypic and phenotypic information worldwide. He is past President of the International Society of Twin Studies, directs the European Twin Registry Consortium (Discotwin) and collaborates with over 120 centres worldwide. He has demonstrated the genetic basis of a wide range of common complex traits, many previously thought to be mainly due to ageing and environment. Through genetic association studies (GWAS), his group have found over 500 novel gene loci in over 50 disease areas. He has published over 800 research articles and is ranked as being in the top 1% of the world’s most cited scientists by Thomson-Reuters. He held a prestigious European Research Council senior investigator award in epigenetics and is a NIHR Senior Investigator. His current work focuses on omics and the microbiome and directs the crowdfunded British Gut microbiome project. He is a prolific writer with several popular science books and a regular blog, focusing on genetics, epigenetics and most recently microbiome and diet (The Diet Myth). He is in demand as a public speaker and features regularly in the media.

Location

The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London


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