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A Meeting of Minds Wealth Management and Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

9 June 2022

A Meeting of Minds Wealth Management and Private Banking - June 2022

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A Meeting of Minds Wealth Management and Private Banking - June 2022

  • 9 Jun 2022

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

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This Meeting brings together the CEOs and CIOs of the private banks and the larger wealth management firms. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss.

 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.

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.

 

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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 email johnhall@owenjamesgroup.com

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Register as a Participant

Participant List - See who joined us on the day

Schedule of the Day and roundtable topics

Findings

Sponsors & partners

PGIM Investments

WisdomTree

Bluebay

State Street Global Advisors

Titanbay

InvestCloud

Farrer & Co

Multrees

Lazard Asset Management

Aviva Investors

EY

Get in touch to find out more about sponsoring this event

Find out More

Speakers

  • Dr Beth Breeze

    Dr Beth Breeze

    Dr Beth Breeze, Director, centre for Philanthropy, University of Kent

    Beth worked as a fundraiser and charity manager for a decade before co-founding the Centre for Philanthropy at the University of Kent in 2008 where she now leads a team conducting research and teaching courses on philanthropy and fundraising, including an innovative MA Philanthropic Studies taught by distance learning. She researched and wrote the annual Coutts Million Pound Donor Report from 2008-2017, co-authored Richer Lives: why rich people give (2013), The Logic of Charity: Great Expectations in Hard Times (2015) and co-edited The Philanthropy Reader (2016). Her last book The New Fundraisers: who organises generosity in contemporary society? won the AFP Skystone Research Partners book prize for 2018. Her current research interests include the role of volunteers in fundraising, and her next book, out on 30 September 2021, is entitled ‘In Defence of Philanthropy’.

  • David Murrin

    David Murrin

    David Murrin is a polymath known for his advisory content in Murrinations. His career has focussed on the recurring patterns of history and using them to try and predict the future for markets and society in turbulent times. He has a remarkable track record.

  • Eliza Filby

    Eliza Filby

    Historian of Contemporary Values and Visiting Professor, King’s College, London

    Eliza is a speaker, writer and consultant specialising in a history of Generations and contemporary values. Eliza looks at how the people’s values and behaviours are changing and the implications for politics, work, consumption, society and economics. She studies the evolution of generations rather than lazy generalisations; nuance and history is key. Her job is to differentiate between what is age-related and what is generation-specific. Eliza published her first book God and Mrs Thatcher: The Battle for Britain’s Soul in 2015 based on her PhD. When writing about political change in the eighties, she became more and more interested in the generation that were born in that era i.e. Millennials. Out of which, spun a research career into generational change. Eliza has written for the major broadsheets in the UK from The Guardian, Times, Telegraph as well as reviewed for the Financial Times. She loves the thrill of a live broadcast and has frequently appeared on the media from BBC News to Fox News as well as radio programmes. Eliza also regularly appear on the Sky News Evening Paper Review Show. 'Research for research sake is lovely but I relish sharing my knowledge with people and organisations for whom it has particular value and I’ve been lucky to speak at and work with some truly impressive companies both big and small. I have debated at the Oxford Union, sparred at the Conservative Party Conference, delivered Powerpoint slides at Buckingham Palace'.

Location

The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL


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