Paraplanning

Latest from Paraplanning

• 2. PLUGGING INTO THE MILLENNIAL OPPORTUNITY - HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?

  VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services. This is part 2 of a 3 part article by John Hall, Head of Retail at Owen James Events.

  12 January 2018John Hall, Head of Retail, Owen JamesA Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018

  Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking

• 1. PLUGGING INTO THE MILLENNIAL OPPORTUNITY – HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?

  VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services.

  11 January 2018John Hall, Head of Retail, Owen JamesA Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018

  Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking

• Choosing the right business partners to flourish in today's environment and future proof your business.

  Last week we interviewed Pollyanna Harper, Head of iShares UK Intermediary Sales at Blackrock iShares, to hear her views on the industry and the challenges within it.

  20 April 2017James Goad

  Financial AdvisoryWealth Management and Private BankingInterviewNews

• Launching oneMind - our new digital solutions platform

  Owen James is proud to announce the launch of oneMIND – a digital platform for Wealth Managers and Private Banks to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions.

  30 March 2017James Goad

  Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking

• Building a Culture of EveryDay Innovation – what are you waiting for?

  Let’s talk about building a culture of EveryDay innovation. It’s one of our favourite topics, not just because I’ve written a book on it but because it really matters. As leaders we have to be thinking about innovation at a cultural level as we seek to evolve our organisations to become next generation businesses. Oh, and just to be clear, getting this right delivers game-changing, business transforming results. And, so why wouldn’t we want to talk about it!

  25 October 2016Cris Beswick

  Financial AdvisoryRetail Financial ServicesWealth Management and Private BankingPiece of Mind