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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WealthTech Matters - Autumn 2025
- 23 Oct 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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Wealthtech Matters Switzerland - November 2025
- 6 Nov 2025
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.
Read more -
A Meeting of Minds Wealth Management and Private Banking - November 2025
- 13 Nov 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 UK.
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A Meeting of Minds - Advisory Distributors - 20 November 2025
- 20 Nov 2025
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 - November 2025
- 25 Nov 2025
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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An extremely productive and inspiring day
| Sarah Soar, JM Finn & Co