A Meeting of Minds Wealth Management and Private Banking 2024 (A) | Owen James | 12 June 2024 | The Berkeley, Wilton Pl, London SW1X 7RL, UK

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.

The Benefits of Participating:
• Strategic engagement - Share best practice
• Meet your peers - Networking at the highest level
• Hear new thinking and explore the latest trends
• Inspiring insights from external keynote speakers
• Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward
• Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you

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.

2024 Speakers

Alex Atherton
Experienced Educator, Executive Coach and Leadership Team Coach

Tim Shipman
Chief Political Commentator and Former Political Editor of The Sunday Times

2024 Sponsors and Partners

• Solve
• SS&C Technologies
• Brookfield Oaktree
• BWD
• Industrial Thought
• BNY Mellon/Pershing
• FA Solutions
• HUB Financial Solutions
• SEI Wealth Platform
• Farrer & Co
• Vanguard
• Lazard Asset Management