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Wealth Management & Private Banking

The Lanesborough Hotel, Hyde Park Corner, London

15 June 2017

A Meeting of Minds Wealth Management & Private Banking - June 2017

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A Meeting of Minds Wealth Management & Private Banking - June 2017

  • 15 Jun 2017

    The Lanesborough Hotel, Hyde Park Corner, London

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FOCUSING ON THOSE FIRMS WHO LOOK AFTER THE FINANCIAL AFFAIRS OF THE PRIVATE CLIENT.

This Meeting brings together the CEOs and the CIOs from global private banks, MFOs and Wealth Managers whose particular focus is UK. The CEO stream will focus on issues around business strategy; the CIO stream will focus on their investment strategies.

Each participant's common denominator is a focus on the financial needs of high net worth clients. There is a global feel to the conversation as their clients tend to be international and therefore subject to cross border regulation and tax regimes.

The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses.

 

For more information about attending this event do call Simon Black at Owen James on 01483 862697 - or email simonblack@owenjamesgroup.

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TAKE A LOOK AT OUR SCENE SETTER RESEARCH

Findings

Schedule of the Day

  • 08:15

    Breakfast (Belgravia)

    Informal networking over breakfast

  • 09:00

    Welcome Presentation (Belgravia)

    James Goad, Joint Managing Director at Owen James

  • 09:10

    Trends in Global Wealth Management (Belgravia)

    Sebastian Dovey, Managing Partner, Scorpio Partnership

  • 09:55

    Working Session 1 - Syndicate Rooms

    • Session 1
    • Session 2
    • Session 3
    • Session 4
    • Session 5
    • Session 6

  • 11:05

    Coffee (Great Hall)

    Networking and Blackberry Time

  • 11:20

    Networking (Belgravia)

    Mini meetings - an opportunity to exchange business cards

  • 12:05

    Working Session 2 - Syndicate Rooms

    • Sessioni 1
    • Session 2
    • Session 3
    • Session 4
    • Session 5
    • Session 6

  • 13:15

    Lunch (Belgravia)

    A seated formal lunch

  • 14:30

    Negotiating for Britain (Belgravia)

    As the UK enters its most important negotiation in recent history Tim Cullen, Associate Fellow at Saïd Business School and Director of the Oxford Programme on Negotiation, will share some of his insights into the way in which the Government should proceed. Who knows there may be lessons for you to take back to your own business as well?

  • 15:15

    Working Session 3 (Syndicate rooms)

    • Session 1
    • Session 2
    • Session 3
    • Session 4
    • Session 5
    • Session 6

  • 16:25

    Afternoon Tea (Great Hall)

    Networking & BlackBerry time

  • 16:35

    Presentation (Belgravia)

    Subject to be confirmed

  • 17:15

    Fizz Flows (Great Hall)

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

Sponsors & partners

Statpro

SS&C Advent

Liontrust

BMO Global Asset Management

Bluebay

SEI Global Wealth Services

Multrees

Lazard Asset Management

Farrer & Co

Architas

Ishares

Pimco

WEALINS S.A.

EY

Speakers

  • Tim Cullen

    Tim Cullen

    Associate Fellow, Saïd Business School and Director of the Oxford Programme on Negotiation,

    Tim Cullen is an Associate Fellow at Saïd Business School and Director of the Oxford Programme on Negotiation which he created in 2003. He co-designed and co-directed the Oxford Programme on Investment Decision-Making in 2004 and has taught negotiation on various other SBS programmes. He was also a member of the Steering Committee for the Oxford Centre for Corporate Reputation and helped design the Centre’s initial executive education offerings. He is a visiting professor at Lingnan (University) College of Sun Yat-sen University (Zhongshan University) in Guangzhou, China. He is an experienced practitioner and teacher on all aspects of negotiation.

  • Joe Twyman

    Joe Twyman

    Co-Founder and Director, Deltapoll

    Joe Twyman is a co-founder and director of Deltapoll. He was previously Head of Political and Social Research for Europe, Middle East and Africa at YouGov, having begun as a research director at the very start of the company back in 2000. His first responsibility was to build the company’s online research operations, having previously developed internet research for Research Services Limited (now Ipsos-MORI). Prior to leading the Political and Social Research Team, Joe held a variety of senior positions within the company. This included spending two and a half years in Baghdad as a director of YouGov’s Iraq operation from 2007 to 2010, working closely with organisations such as the United Nations Development Programme and the Iraqi Independent High Electoral Commission. Joe has conducted research for a host of different clients on a wide range of subjects, spoken at conferences across the world and has been a project director for the 2001, 2005, 2010 and 2015 British Election Studies. He has co-ordinated election studies in countries beginning with the letters A, B, C, E, F, U and I (hoping to complete the alphabet by the time he retires). Joe is an affiliated lecturer at the University of Cambridge, a visiting professor at the University of Sheffield, a visiting Research Fellow at the University of Manchester and a lecturer in research methods at the University of Essex Summer School in Social Science Data Analysis and Collection. In addition he is the author of a number of academic journal articles He frequently provides expert analysis for both the national and international media including BBC television and radio, Sky News, ITN, Reuters, Bloomberg, Good Morning Britain and CNBC. On the night of the 2015 General Election he was the on-screen polling analyst for the Sky News live broadcast and was previously named a ‘World Opinion Leader for the 21st Century’ by El Comercio newspaper in Ecuador.

  • Sebastian Dovey

    Sebastian Dovey

    Managing Partner, Scorpio Partnership

    Sebastian co-founded Scorpio Partnership in his mid-twenties to advise companies on how to delight the world’s wealthy during their client journey. The firm has studied the financial habits of the rich globally since 1998 and given their views a voice. Sebastian undertook a Bachelor’s degree in Modern History at University College London and a Master’s degree in International History at the London School of Economics with a focus on American foreign policy in Asia during the Cold War.

Location

The Lanesborough Hotel, Hyde Park Corner, London


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