A Meeting of Minds Wealth Management and Private Banking 2024 (B) | Owen James Group | 13 November 2024 | The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL, UK
Venue
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL, UK
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| Event Date |
Thu Nov 14 GMT (29 days ago)
In your timezone (EST): Wed Nov 13 7:00pm - Wed Nov 13 7:00pm |
| Location |
The Berkeley Hotel
Wilton Place, Knightsbridge, London, SW1X 7RL, UK |
| Region | EMEA |
Details
This Meeting brings together the CEOs and CIOs CEOs and the CIOs from global private banks, DFMs, MFOs and Wealth managers whose particular focus is the UK. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole.
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
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
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.
Speakers
2024 Speakers
Robert Guest
Deputy Editor, The Economist
Madhumita Murgia
Artificial Intelligence Editor, Financial Times
Sponsors & Partners
2024 Sponsors
• Solve
• Addepar
• ROQ
• Mercer
• Dorsum Investment Software
• SEI Wealth Platform
• Multrees
• Vanguard
• Lazard Asset Management
• Schroders