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A Meeting of Minds Wealth Management and Private Banking

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

8 June 2023

A Meeting of Minds Wealth Management and Private Banking - June 2023

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A Meeting of Minds Wealth Management and Private Banking - June 2023

  • 8 Jun 2023

    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 markdavison@owenjamesgroup.com

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Request an invitation

Participant List - See who joined us on the day

Final Agenda with Schedule of the Day and Roundtable Topics

Findings

Sponsors & partners

Titanbay

Nomura Asset Management

Dorsum

SEI Wealth Platform

Ortec

InvestCloud

Farrer & Co

Lazard Asset Management

Vanguard

EY

Aviva Investors

BITA Risk

Get in touch to find out more about sponsoring this event

Find out More

Speakers

  • Konstantin Kisin

    Konstantin Kisin

    Comedian, podcaster, writer and social commentator, Konstantin Kisin

    Konstantin Kisin is a Russian-British comedian, podcaster, writer and social commentator. He made international headlines in 2018 by refusing to sign a university “behavioural agreement form” which banned jokes about religion, atheism and insisted that all humour must be “respectful and kind”. Konstantin is the reigning Jewish Comedian of the Year and has won a number of other comedy competitions, awards and prizes. He has played some of the UK's biggest comedy clubs and has supported Geoff Norcott, Shazia Mirza and Andrew Doyle on tour. He took his debut hour, Orwell That Ends Well, to the Edinburgh Fringe in 2019, receiving a host of positive reviews. Konstantin is a regular contributor to BBC, ITV and TalkRadio. Frequently described as an "objective voice from the centre of the political spectrum", he regularly writes for a wide range of publications, including the Telegraph, Spectator and Quillette. He is also the creator and co-host of the TRIGGERnometry YouTube show where 2 comics interview economists, political experts, journalists and social commentators about interesting, controversial and challenging subjects. Konstantin is a regular host at Kilkenomics, the best economics and comedy festival in the world.

  • Charlène Gisèle

    Charlène Gisèle

    Performance Coach

    Charlène Gisèle is a former Big Law litigator and legal tech manager who transformed her career to become a High Performance Coach. Charlène Gisèle is a certified Master Neuro-linguistic programming (NLP), Business, Health and Breathwork Coach. She is the founder of coaching consultancy Charlène Gisèle® and her unique 'Sustainable High Performance' coaching method. As a prior London Litigator, Charlène understands the pain points and stressors successful professionals can face. Charlène now works with industry-leading organisations and professionals with the mission to maximise their performance sustainably. Charlène is also an Award-winning Keynote speaker and thought leader on the subject of Burnout Prevention, Recovery and Sustainable Success. Charlène's unique Sustainable High Performance coaching method has been featured in The Financial Times, The Times, The Guardian and BBC Radio.

  • Professor Matthew Goodwin

    Professor Matthew Goodwin

    Professor of Politics, University of Kent

    Matthew J. Goodwin is an academic, writer and speaker known mainly for his work on British and European politics, extremism, immigration and Euroscepticism. He is currently a Professor of Politics at Rutherford College, University of Kent, and a Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He engages widely and has worked with over two hundred non-academic organisations from the European Parliament and National Security Agency down to his local police authority.

Location

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


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