Owen James Group

HQ Address

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

Website Address


Ownership Type


Connect with 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.

Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Guy McGlashan

Technology Strategy & Consulting


During Owen James' first Mindful of Technology in Financial Services event in London in November 2019, we interviewed Guy McGlashan, COO at London & Capital, for his view on aspects......

Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Eric Moe

Technology Strategy & Consulting


Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Glenn Murphy

Technology Strategy & Consulting


Owen James event video: Bank and Brand Distribution of Retail Financial Services


Owen James: Key concerns for the C-Suite, innovation and disruption in wealth management

Business Strategy & Advisory, Technology Strategy & Consulting


Owen James: An introduction to the Owen James’ solution offering

Events, Networks & Panels, Market Analysis, Understanding & Sizing


Owen James: An introduction to the business

Events, Networks & Panels, Financial Markets Research & Analysis


Owen James: An introduction to Owen James’ oneMIND platform

Digital Platforms & Tools, Events, Networks & Panels, Proposition Design, Development & Delivery


Business Overview

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.


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

Year founded
wealth management employees
Office Regional Presence
  • Asia
  • Western Europe
Type of Clients
  • External Asset Manager
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Single Family Office
  • View Others View Less
Client Regional Presence
Leading client geographies

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......

business needs
Client type
client geography presence
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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......

business needs
Client type
client geography presence
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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......

business needs
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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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