Owen James Group
HQ Address
Brook House, Mint Street, Godalming, GU7 1HE, United Kingdom
Website Address
Relevant Regions
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.
Themes Around The Screen with Moneyfarm
Business Strategy & Advisory, Events, Networks & Panels, Market Analysis, Understanding & Sizing
08/04/2021
WealthTech Matters Switzerland – November 2023
22/05/2023
TechTalk - It’s Tech Jim, but not as you know it! What does agile have to do with growing your client base?
Business Strategy & Advisory, Events, Networks & Panels, Market Analysis, Understanding & Sizing
22/03/2021
Owen James: Mindful of Technology in Financial Services - A Technology Vendor's View with Nick Hall
16/03/2020
Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Jason Chapman
Technology Strategy & Consulting
09/03/2020
Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Sarah Lord
Technology Strategy & Consulting
02/03/2020
Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Guy McGlashan
Technology Strategy & Consulting
24/02/2020
Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Eric Moe
Technology Strategy & Consulting
17/02/2020
Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Glenn Murphy
Technology Strategy & Consulting
10/02/2020
Owen James event video: Bank and Brand Distribution of Retail Financial Services
22/05/2019
Owen James: Key concerns for the C-Suite, innovation and disruption in wealth management
Business Strategy & Advisory, Technology Strategy & Consulting
07/03/2019
Owen James: An introduction to the Owen James’ solution offering
Events, Networks & Panels, Market Analysis, Understanding & Sizing
13/07/2018
Owen James: An introduction to the business
Events, Networks & Panels, Financial Markets Research & Analysis
20/06/2018
Owen James: An introduction to Owen James’ oneMIND platform
Digital Platforms & Tools, Events, Networks & Panels, Proposition Design, Development & Delivery
31/05/2018
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.
Partners
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
2005employees
11-50offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Family Offices
- Financial Advisors
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
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......
business needs
Client type
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
view solutionRed 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......
business needs
view solution
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......
