Godalming, United Kingdom

Owen James Group

Business introduction

Enabling financial services to do better business

Committed to producing events, content and research

Owen James seeks to provide a platform for strategic engagement within the finance sector: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The end game being to enable financial services firms to do better business - commercially, intelligently and ethically.

We are best known for our events, but we also provide research and content plus ideas and solutions through our innovation platform - oneMIND.

Wealth management introduction

Owen James bring together the strategic heads from the largest wealth managers, private banks, discretionary fund managers and family offices for a series of strategic and tactical events. We carry our substantive research on the market strive to help organisations drive change forward.

Physical Address

Brook House, Mint Street, Godalming, GU7 1HE, United Kingdom

Website Address

www.owenjamesevents.com

Email Address

info@owenjamesgroup.com

Telephone Number

+44 1483 861 334

Ownership Type

Private

History

Owen James was incorporated in the summer of 2005. Its goal was to introduce a new way of doing business. Instead of the traditional hard sell – the transactional approach to events – we wanted to create a platform for strategic engagement.

To discuss issues which were affecting the whole of the industry; to challenge the status quo and seek solutions to enable firms to do better business.

In addition we wanted to create events which provided a vision of the future and which provided inspiration.

Mission & Values

To enable financial services to do better business.

Wealth Management Story

Having put together high-end events in the adviser space for seven years, a step into the wealth management space ten in 2006 seemed like a natural one.

The wealth management industry is battling with raising cost income ratios; over-burdoning regulation; changing client expectations; a war on talent; the rise of digital and technology; evolving business models; and geo-political challenges in difficult economic conditions.

Our events are designed to help boards from the largest wealth managers, private banks, discretionary fund managers and family offices work through these challenges; share best practice; and find innovative solutions to drive change forward.

Whilst the industry needs to grapple with challenges that are here on our doorstep such as MiFIDII, GDPR, SMCR, PSD2 and disruptive technology, we want to be more forward thinking and help the industry imagine and prepare for a future in five years time. 

Key Data

2005
Year founded
11-20
employees
11-20
wealth management employees
501-1000
clients
Office Regional Presence
  • Asia
  • Western Europe
Type of Clients
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Single Family Office
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Client Regional Presence
Owen James Group client presence
  • Hong Kong
  • Singapore
  • Switzerland
  • United Kingdom
  • United States

Owen James Group Solutions

A Meeting of Minds

A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices. Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key......

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oneMIND

What is it? Building on A Meeting of Minds, Owen James is excited to announce the launch of oneMIND. A digital platform for financial services to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions - as well as fostering best practice.  Why are we......

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Mindful of…

In this fast moving world, there are certain subjects worthy of exclusive focus. This year we are looking at Investing in Retirement and also at the Client. So for "Mindful of" please understand - an opportunity to spend a day of focused learning - lectures and tutorials. We do not approve of......

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Red Folder

Owen James is known throughout the financial industry for its unique approach to running prestigious events with refreshing and relevant content. These events have generated excellent quality databases and this has enabled us to launch a bespoke events arm to the business. We understand that we’re not the only people out......

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The Mind

Over a decade ago we launched A Meeting of Minds to provide a platform for the financial services industry to share best practice; be inspired; and work through the biggest challenges facing their businesses. The end goal was always to identify areas where collectively we could try to drive change......

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