This page lists all the events being held by Owen James for the financial services industry.
The events appear in chronological order and if you know the specific Meeting you would like to learn more about, please use the search function below.
You may also use the search facility to locate a past event.
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Defaqto Annual Conference September 2024
- 12 Sep 2024
etcvenue, 200 Aldersgate St, Barbican, London, EC1A 4HD
The Defaqto Annual Conference is taking place on Tuesday 12 September, between 9.00 am and 5.00 pm, at the 200 Aldersgate St, Barbican, London.
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Retirement Matters - September 2024
- 25 Sep 2024
Royal College of Physicians
Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
This event will bring together circa 150-200 of the good and the great of the industry to thrash out the challenges in the retirement space. This will include retirement decision makers from the UK advisers and wealth managers (with AUM >£100m); workplace, actuarial and employee benefit consultants; and pension trustees.
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A Meeting of Minds Winning Advisers South - October 2024
- 10 Oct 2024
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
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A Meeting of Minds Gatekeepers - October 2024
- 17 Oct 2024
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This Meeting brings together fifty heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.
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Mortgage Meeting of Minds - October 2024
- 24 Oct 2024
Royal College of Physicians
11 St Andrews Pl, London NW1 4LE
This event brings together delegate firms from the large Independent Mortgage Brokers including; online, mortgage networks and mortgage clubs, as well as, the client facing teams at the banks and building societies - all at board level.
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WealthTech Matters Switzerland - November 2024
- 7 Nov 2024
Sheraton Zurich Hotel, Pfingstweidstrasse 100, 8005 Zürich
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business as a whole.
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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
This event brings together the CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is UK.
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A Meeting of Minds - Advisory Distributors - 21 November 2024
- 21 Nov 2024
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
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Paraplanning Excellence - 25 November 2024
- 25 Nov 2024
Schroders Office
1 London Wall Place, Barbican, London
A day of high level investment briefings and industry updates for paraplanners based in the UK. Paraplanning Excellence is an intense half day of relevant investment-focused learning for those of you keen to get ahead.
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The Annual Defaqto Adviser Conference November 2024
- 26 Nov 2024
The National Conference Centre
Coventry Rd, Solihull, B92 0EJ
The Annual Defaqto Adviser Conference taking place on Tuesday 26 November, between 9.00am and 5.00pm, at the National Conference Centre, Solihull.
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WealthTech Matters The Business - November 2024
- 28 Nov 2024
SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business: their clients, their advisers and staff and their business as a whole.
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WealthTech Matters - Spring 2025
- 13 Mar 2025
SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business: their clients, their advisers and staff and their business as a whole.
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It is the only 'don't miss' industry gathering I attend.
| RBC Wealth Management