Heads of Wealth/Financial Planning, Private Banking & Wealth Management - Breakfast Briefing - April 2017
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12 Apr 2017
Octopus Investments, 33 Holborn, London
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The Idea
The aim of an Owen James Breakfast Briefings is to bring together senior decision makers from a niche community every three months for a short, sharp and to the point updates on key themes and issues critical to their business.
As the pace of business life continues to speed up 08.00-10.00 at the beginning of the day is considered an excellent and acceptable times for our senior bods to devote to some strategic thinking.
Owen James, in association with Octopus Investments, has built a platform bringing together Heads of Wealth/Financial Planning for regular updates on the issues which affect their day to day. These briefings explore topics such as regulations, technology and tax issues - all in the quest of providing the best possible customer outcomes.
Get in touch
If you would like to attend one of our Breakfast Briefings please do contact Evie Owen on 01483 862692 or send an email to evieowen@owenjamesgroup.com
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