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Findings from wealth management & private banking - June 2017

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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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by Owen James Group
| 30/06/2017 12:00:00

The twenty-first Meeting of Minds Wealth Management and Private Banking took place on Thursday 15 June at The Lanesborough Hotel, London. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.

A Meeting of Minds Wealth Management & Private Banking is a biannual strategic forum organised by Owen James which brings together the CEOs and CIOs of the private banks and wealth managers.

The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses. Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.

The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.

To find out more about taking part, please contact Simon Black at Owen James: or you can contact him at 01483 862 698.