A Meeting of Minds Wealth Management and Private Banking 2020 | Owen James | 19 November 2020 | Virtual Event
Venue
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| Event Date |
Thu Nov 19 GMT (about 4 years ago)
In your timezone (EST): Thu Nov 19 3:00am - Thu Nov 19 12:00pm |
| Location | Virtual Event |
| Region | EMEA |
Details
This Meeting brings together the CEOs and CIOs of the private banks and the larger wealth management firms. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss.
Ow Does It Work?
A Meeting of Minds is a day long forum: breakfast through drinks made up of 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. The whole day is Chatham House and therefore participants are able to speak openly and freely.
• Plenty of networking opportunities including a formal seated luncheon.
• Some “me” time. We thought the art of sleeping might be a good start!
Who Will be Participating?
This event will bring together the 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.
Sponsors & Partners
2020 Sponsors and Partners
SPONSORS AND PARTNERS:
•State Street Global Advisors
•Farrer & Co
•Lazard Asset Management
•EY
•Pictet
•Dimensional Fund Advisors
•SEI Wealth Platform
•Multrees