Winning Advisers North is an exclusive gathering that unites the top 100-500 Independent Financial Advisory firms which typically have between £150M and £800M Funds Under Management and 5-20 advisers.. This exclusive event provides a platform for these professionals to share insights, exchange strategies, and foster meaningful connections within the dynamic landscape of financial advisory.
Within this refined ambiance, participants explore topics tailored to the unique challenges and opportunities faced by firms of this scale, establishing a prestigious forum for collaborative growth and the advancement of industry standards.
The agenda will thoroughly explore multiple dimensions of your business, honing in on economic and geopolitical factors, considerations around pricing and value, advancements in technology and innovation, strategies for both organic and inorganic growth, the regulatory landscape, and critical aspects related to people and culture. Inclusive of these, the discussions will also delve into pertinent investment themes, offering a comprehensive examination to enhance the success and sustainability of your business.
If you would like to get involved please do call Clare Frost on + 44 (0)1483 862695
or email clarefrost@owenjamesgroup.com
Or request an invitation here Event Invitation Request (owenjamesevents.com)
Events
- 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.
A Meeting of Minds Winning Advisers North - May 2025
21 - 22 May 2025Rudding Park
Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH
A Meeting of Minds Advisory Distributors - June 2025
26 Jun 2025Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ
Findings from Winning Advisers North
Ensuring Compliance With The FCA's Sustainability Disclosure And Labelling Regime
Expert: Neil Hill, Partner - Head of Adviser Team, Tribe Impact Capital Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryWinning AdvisersFCAInvestmentsPerformanceRegulationsustainable
What Changes To The Tax Treatment Of Pensions, Inheritance And Allowances
Experts: Paul Speight, Business Development Director, Ingenious Facilitator: Don Wild, Founder, Wild Ochre Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryWinning AdvisersInheritancePensionPersonal goalspolicytax
The Rise Of Evidence-Based And Passive Investing
Experts: Hugo White, Business Development Manager, Timeline Facilitator: Michael Lawrence, Principal Consultant, Bovill
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryWinning AdviserscosteducationGoals-based planningpassive investingPortfolios
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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 2018A 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 2018A 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 2017
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 2017
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 2016
Financial AdvisoryRetail Financial ServicesWealth Management and Private BankingPiece of Mind
A good chance to meet like minded people from the same industry.
