Events, Networks & Panels

Accessing, developing, maintaining and sharing relevant market knowledge is possible in multiple ways including through Events, Networks & Panels. Our business need dedicated to this area is a resource to support your discovery, understanding and engagement with the various solutions, solution providers and knowledge resources in this area.

  • Total Solutions27
  • Solution Providers20
  • Knowledge Resources7
Business Needs Filters
Office Presence Clear

Featured Solutions

Godalming, United Kingdom

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......

Client type

All Solutions

San Francisco, United States

Alchemy Amplify

Alchemy Amplify is your go-to launch partner letting developers and content creators focus on building their products while we handle the hype....

Rowayton, CT, United States

Alternative Data Discovery Days

Sourcing Constant flow of new data providers as well as new product updates Efficiency Multiple 15 minute face-to-face meetings between data buyers & data providers Targeting Data providers organized by category, sector or delivery method Exposure Alternative data providers can get verification, validation & customers...

Irving, TX, United States

Business Builders Academy™

Increase profits. Maximize enterprise value. The ClientWise Business Builders Academy™ is an innovative workshop series designed exclusively for top-performing financial advisors.  Built for advisors who are committed to meaningful growth and to maximizing the long-term value of their enterprises, the all-day workshops are chock full of high impact ideas, exercises, and tools that will immediately impact......

London, United Kingdom

Collaboration & Industry Dialogue

This activity is supported online as well as face-to-face, allowing a wider range of adviser firms to be involved in discussions by way of: The delivery of a range of information services for advisers Introduction of a new social media group for advisers to focus on key issues and insight.  This will......

Rowayton, CT, United States

Data Hunter

The Data Hunter offering leverages the BattleFin Discovery Day Events, BattleFin Sourcing Team and also sets up specific meetings at other conferences. Clients can create specific mandates for data relating to KPI’s they may be focused on. BattleFin leverages the Alternative Data Project as a way to curate new and......

Haddenham, United Kingdom

Defaqto Events

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice. Our conferences, roadshows and webinars provide independent analysis, commentary and insight covering a......

Manchester, United Kingdom


Our range of development seminars and workshops provide a valuable source of training and structured CPD. All of our development programme events are accredited by the CII, CISI and The London Institute of Banking and Finance and take place at various locations throughout the United Kingdom. Our annual events programme covers the topics......

relevant regions
London, United Kingdom

Events & Seminars

The audience at each conference is filled with senior professionals and executives from wealth managers, private banks and stockbrokers, providing excellent networking opportunities as well as in-depth detail on the event theme from our presenters....

New York, NY, United States

iConnections Platform

Our platform makes it easy to find connections in common, schedule and conduct video meetings, share documents and track your interactions. By becoming a member, you'll gain access to a global community of institutional allocators and fund managers and capture every opportunity. Explore Our Capabilities Proprietary technology Connect, schedule and conduct one-on-one video......

London, United Kingdom

Industry Networks

Our distinguished engineers network has worked with a consortium of major banks and chartered bodies to develop global industry standards for banking and beyond. Distinguished engineers network DevOps practitioners HR and talent professionals Risk professionals ...

relevant regions
London, United Kingdom

Investor Forums

Unlike generic events without focus, Bespoke investment meetings offer both investors and clients a tailor-made, informed and discreet setting, conducive to discussing business and getting it done. In concentrated sessions you meet and connect with a carefully screened selection of potential investors and business partners to discuss mutually beneficial opportunities......

London, United Kingdom

Investor & PFA Research

This research is regularly used and has allowed clients to refocus their products and tailor offerings to be aligned with investor needs, as well as improving distribution via intermediaries. We regularly survey mass affluent (£50k – £250k investible assets), affluent (£250k – £1m) and high net worth (£1m – £10m) investors,......

London, United Kingdom

Investor Salons

The assets and investments cover most asset classes including liquid and illiquid assets and invest in everything from collectibles to real estate. The investors, including single and multi-family offices, HNW and UHNW individuals and trusted advisors, are hand selected from both ours and our partners’ networks, to ensure a close-knit......

relevant regions
Englewood, NJ, United States

MarketCounsel RIA Institute

Since its inception, MarketCounsel’s RIA Institute has established itself as the leading platform to help hundreds of the country’s preeminent investment advisors effectively deal with their most complex business challenges so they can go on to achieve great things. The Institute brings the best of MarketCounsel’s thought leadership and innovative......

relevant regions
London, United Kingdom


Authoritative, provocative, human At 11:FS we’re building a media company for financial service professionals fit for the digital age. 11:FS Media publishes new content on a daily basis, across audio, video (recorded and live streamed) and written, distributed through multiple digital platforms. This content is consumed by hundreds of thousands of people......

relevant regions
London, United Kingdom


PCD hosts first-class events at leading venues. The group provides a forum for the global private client community to connect and do business. The club currently hosts events in the UK, Jersey, Guernsey, Isle of Man, Switzerland and Dubai. Further locations in Asia & the Caribbean will be announced for 2018. PCD was......

Godalming, United Kingdom

Mindful of…

These events offer an opportunity to spend a day of focused learning through a series of lectures and tutorials. We do not approve of endlessly sitting and soaking up other people's ideas... we like the lean in approach, so this new programme will be structured to allow the class to really......

Haddenham, United Kingdom

Panel consultancy

Using panels to restrict recommendations to a pre-approved list of providers is an easy way to ensure efficient, consistent and compliant advice. But when you are starting from the whole of the market, how do you ensure that the providers on your panels offer the best products and propositions in......

London, United Kingdom


Benefits Invest in and have the opportunity to unlock the value of early-stage opportunities. Receive targeted investment opportunities, specific to your preferences. Investment opportunities are all vetted by our professional team. Be a part of an active, engaged and collaborative community. Access to exclusive member events throughout the year Criteria Members are vetted in person or over......

relevant regions
Godalming, United Kingdom

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......

London, United Kingdom

Speaking Engagements

We are often asked to make ad-hoc presentations at conferences, seminars and board meetings. Senior members of Capital Economics staff are available for this sort of work, with Roger Bootle being in particular demand. He is a renowned speaker at conferences and business gatherings around the world. He is equally......

Leeds, United Kingdom


TenetConnect is a multi-award-winning network for financial advisers who write investment business. As part of the long-established and financially strong Tenet Group, we provide an extensive range of services to our appointed representative members, enabling them to not only meet their FCA compliance requirements, but also adding value and income......

relevant regions
London, United Kingdom

The Financial Services Forum

Keeping up-to-date with current trends and changes across marketing and financial services is vital in this fast-moving business environment. The Financial Services Forum gives senior marketing executives, and their teams, access to weekly events and online resources, to keep you informed. We tackle the latest trends affecting our industry, covering all......

relevant regions
Irving, TX, United States

The Speakers Bureau™

ClientWise Speakers Bureau offers a variety of topics in 5 distinct formats: High-impact keynotes - our keynotes are singular experiences designed to stimulate new learning within financial services Breakout sessions - our breakouts are the perfect addition to any workshop or conference Quickstart workshops - broken into 45 minutes long interactive workshop sessions, these unique programs......

London, United Kingdom

Wealth Management Events & Networking

If you are a wealth management software vendor or service provider and you're wondering how to promote your services, widen your network and gain new sales prospects then we can help you. We can work together with you in order to organise an event to promote your services and have......

London, United Kingdom

Workshops & Briefings

Our experts frequently attend meetings with our clients for a variety of reasons often to: Present the key highlights of reports persuasively at public events Add weight to discussions and debates involving industry commentators Facilitate “brain storming” strategy workshops with senior executives Articulate the economic arguments to help company boards make key strategic decisions Provide......

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.