A Meeting of Minds Wealth Management and Private Banking

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

14 November 2024

A Meeting of Minds Wealth Management and Private Banking - November 2024

A Meeting of Minds Wealth Management and Private Banking - November 2024

  • 14 Nov 2024

    The Berkeley Hotel

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

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This Meeting brings together the CEOs and CIOs CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is the UK. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. 

 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

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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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Sponsors & partners

Partners Group

Communify Fincentric

Solve

Addepar

ROQ

Mercer

Dorsum

SEI Wealth Platform

Multrees

Vanguard

Lazard Asset Management

Schroders

Get in touch to find out more about sponsoring this event

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Speakers

  • Robert Guest

    Robert Guest

    Deputy Editor for the Economist

    Robert Guest is The Economist‘s deputy editor. His previous roles include foreign editor, US editor, business editor, Washington correspondent, Lexington columnist and Africa correspondent. Before joining The Economist, Mr. Guest was the Tokyo correspondent for the Daily Telegraph, and before that he was a freelance writer based in South Korea. He is the author of “The Shackled Continent”, a book that tries to explain how Africa can prosper, and “Borderless Economics: Chinese Sea Turtles, Indian Fridges and the New Fruits of Global Capitalism”, which argues that migration makes the world brainier.

  • Madhumita Murgia

    Madhumita Murgia

    Artificial Intelligence Editor, Financial Times

    Madhumita Murgia is the Artificial Intelligence Editor for the Financial Times, where she leads coverage of AI globally. She joined the Financial Times eight years ago where, alongside breaking front-page news, she has focused on the human and geopolitical impacts of emerging trends in technology. She won Science & Technology Journalist of the Year at the UK Press Awards in 2024 for her stories on generative AI and its business impact, and she has been highly commended and shortlisted several times in this category for work on surveillance and the big data industry.

  • Nick Hulme

    Nick Hulme

    Head of Department, Financial Conduct Authority

    Nick joined the FCA in 2019 after a decade in financial stability and prudential supervision roles at the FSA, Bank of England and Prudential Regulation Authority. He has also worked in private office for two Ministers of State at HM Treasury. Prior to this role in Consumer Investments, he worked in the FCA’s Financial Resilience Department. He holds an MBA Dip from Said Business School, Oxford University and BA Hons in Financial Management and Italian from Royal Holloway, University of London. He is also a publicly elected volunteer Governor of East Kent Hospitals NHS Foundation Trust and previously a Treasurer Trustee at two sports charities.

  • 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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