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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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 Future of Advice - The Defaqto Adviser Conference
- 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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The Beacon Philanthropy and Impact Forum 2025
- 12 Feb 2025
Old Library & Print Room, Guildhall Yard, London, EC2V 5AE
The Beacon Philanthropy and Impact Forum will bring together 150 prominent philanthropists and social investors, thought leaders and sector pioneers and participation is by invite only.
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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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A Meeting of Minds Gatekeepers - March 2025
- 20 Mar 2025
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 - April 2025
- 29 Apr 2025
Royal College of Physicians
11 St Andrews Pl, London NW1 4LE
This event brings together delegate firms from 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 the board level.
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A Meeting of Minds Paraplanning - 20 May 2025
- 20 May 2025
Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
This event brings together Paraplanners, Analysts and Technical support who work with advisers from the top 200 UK IFAs.
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A Meeting of Minds Winning Advisers North - May 2025
- 21 - 22 May 2025
Rudding Park
Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH
This event brings together the owner managers of financial advisory firms which typically have £150M - £750M 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 Wealth Management and Private Banking - June 2025
- 12 Jun 2025
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 the UK.
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A Meeting of Minds Advisory Distributors - June 2025
- 26 Jun 2025
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ
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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Congratulations. Great training session today. The content was very rich and the room layout was excellent and conducive to discussion.
| Pauline Egan