We have an open, approachable way of doing things and welcome every opportunity to meet and talk in person
Here, as well as information on the firm, you will find our thoughts on relevant issues, details of events we have attended and news in general.
For press enquiries only, please contact firstname.lastname@example.org.
A Meeting of Minds
We attended Owen James' A Meeting of Minds on 14 June, where we discussed innovation in wealth management.
Fintechs are innovating and improving existing processes, as well as inventing new ones, so what can we learn from other industry segments? How do you ensure innovation impacts both the client experience and your bottom line?
Our CEO, Chris Fisher, and Client Solutions Manager, Farzana Khalil, hosted a roundtable to discuss these questions with representatives from leading wealth management firms.
They also looked at the importance of wealth management leaders in creating a culture that empowers every employee to be an innovator. This is particularly important in an increasingly digital age.
It was a very informative and engaging event.
For more information, please see the Owen James website.
25 September - Schroders Platform Awards
Awards for the platform and technology sector - Sponsor
30 October - PIMFA Annual Summit
Investment and Wealth Management - Delegate
15 November - A Meeting of Minds (Owen James)
Wealth Management & Private Banking - Round table host