Video Interview from Owen James Group

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

Interview with James Goad, Co-Managing Director, Owen James

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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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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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by Owen James Group
| 07/03/2019 10:28:28

We once again were very pleased to sit down with James Goad, Co-Managing Director from our partner, Owen James. In this video interview, James gave us his views on the key concerns facing the wealth management C-Suite and his opinion on aspects of innovation and disruption in the sector.

Specifically, James ran us through:

  • What he sees as the main issues keeping the wealth management C-Suite up at night
  • Why the wealth management sector is behind the curve on innovation and change
  • What factors he feels will make the industry become more innovative
  • Who he believes will be the biggest disruptors in and around the wealth management sector
  • Where he feels these trends and developments are taking the industry

Thank you once again to James for his time and insights and for his colleagues for their support in organising.

More insights to follow soon.....

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