A Meeting of Minds: Wealth Management & Private Banking

20 Nov

Sionic Managing Partner Gilly Green and Partner Paddy Lewis will join the expert facilitation team at this wealth management and private banking meeting, part of the regular A Meeting of Minds series organised and hosted by Owen James events.

Participants include Chief Executive Officers, Managing Directors and Heads of Private Banking – those who set the strategic direction for the business; and the Chief Investment Officers and Heads of Investment strategy – those who set the firm’s investment strategy and oversee their client propositions.

A meeting of minds image

This full day forum runs from breakfast through to drinks with a blend of:

  • keynote sessions geared to encouraging new thinking – typically from outside of the industry
  • roundtables – small facilitated groups addressing a carefully researched agenda
  • plenty of networking opportunities including a formal seated luncheon
  • some valuable “me” time.

The whole day is Chatham House so that participants are able to speak openly and freely.  Topics under discussion at this session include:

  • Balancing client focus and client-centricity
  • Working with the IFA Market
  • How technology can help increase profitability
  • Talent attraction and retention
  • Front office data
  • Social impact / philanthropy propositions
  • ESG
  • Cyber security
  • Macroeconomics and the US-China trade war
  • Quantitative investing
  • Liquidity
  • Demonstrating value for money

Participation at this A Meeting of Minds Wealth Management & Private Banking event is by invitation only.

For further details please call Ciara Sala on 01483 862697 – or email ciarasala@owenjamesgroup.com.

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