🌲Merry Christmas and Happy upcoming New Year from the Owen James Events Team to our valued sponsors, partners, delegates, facilitators, experts and everybody who supported us in 2024! 🌟 As we reflect on the year, we're grateful for the incredible partnerships and collaborations. Your support has been a gift to us, and we look forward to continued success in the coming year. May the magic of the season bring you joy, peace and happiness! 🎅🎉 #SeasonsGreetings #Partnership #OwenJamesEvents #OwenJamesMoM
Owen James
Financial Services
Godalming, Surrey 2,253 followers
Providing a platform for strategic engagement within the finance sector and enabling firms to do better business.
About us
Enabling financial services to do better business. Owen James seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The end game being to enable firms to do better business - commercially, intelligently and ethically. We focus on working with three core communities: * Wealth Management, Private Banking & Multi Family Offices * IFAs: Advisory Distributors / Winning Advisers * Bank and Brand Distribution of Retail Financial Services These Meetings are a well paced blend of keynotes providing external input, roundtables (pre-researched and pre-agreed), and plenty of networking. Where there is an appetite for follow up activity, Owen James will seek to arrange that activity be it through research, PR, lobbying or business consultancy. For more information, do please call the team on 01483 861334 or email us at [email protected].
- Website
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http://www.owenjamesevents.com
External link for Owen James
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Godalming, Surrey
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Enabling Financial Services Companies to do better business, Consultancy , Events, Financial Services, and Innovation
Locations
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Primary
Brook House
Mint Street
Godalming, Surrey GU7 1HE, GB
Employees at Owen James
Updates
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🌟 3/3 We would like to say a big thank you to all our incredible 2024 sponsors for their support! All our partnerships have meant a great deal to us and we look forward to continuing this successful collaboration in 2025. “Coming together is a beginning, staying together is progress, and working together is success.” Henry Ford 🚀🎉 #2024Sponsors #thankyou #OwenJamesEvents Partners Group, PGIM, PIMCO, Principal Asset Management, Puma Investments, RBC BlueBay Asset Management, Redington, Redmill Advance, Roq - Quality Engineering like no other, Royal London, SaaScada, Schroders, Scottish Widows, Seccl, SEI, Seilern Investment Management Ltd, Solve Partners, SS&C Technologies, Standard Life UK, Sumitomo Mitsui DS Asset Management Co., Ltd., TIME Investments, Timeline, Transact, Tribe Impact Capital, Unblu Inc., Vanguard, WealthOS, Wellington Management
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🌟 2/3 We would like to say a big thank you to all our incredible 2024 sponsors for their support! All our partnerships have meant a great deal to us and we look forward to continuing this successful collaboration in 2025.. “Coming together is a beginning, staying together is progress, and working together is success.” Henry Ford 🚀🎉 #2024Sponsors #thankyou #OwenJamesEvents Farrer & Co, Fidelius Group, FSL, FINBOURNE Technology, Franklin Templeton, Goldman Sachs Asset Management, Herrington Carmichael LLP, HSBC Asset Management, HUB Financial Solutions (a HUB Group company), Hymans Robertson, The Ingenious Group, Invesco Ltd., InvestCloud, Inc., Iress, Jupiter Asset Management, Lazard Asset Management, Legal & General, The London Foundation for Banking & Finance (LFBF), LGT Wealth Management, Liontrust Asset Management PLC, LV=, Mercer, M&G Investments, moneyinfo, Mortgage Brain, Multrees Investor Services, Natixis Investment Managers, Nedgroup Investments, Nucleus Financial, Octopus
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🌟 1/3 We would like to say a big thank you to all our incredible 2024 sponsors for their support! All our partnerships have meant a great deal to us and we look forward to continuing this successful collaboration in 2025. “Coming together is a beginning, staying together is progress, and working together is success.” Henry Ford 🚀🎉 #2024Sponsors #thankyou #OwenJamesEvents Addepar, additiv, Aegon Asset Management, Albemarle Street Partners, Alger, Allfunds, Allianz, Atfinity: Software for KYC/KYB/AML and client onboardings, Aveni, Aviva Investors, Baillie Gifford, Barclays, BlackRock, BNY Pershing, Brookfield Oaktree Wealth Solutions, BWD, Charities Aid Foundation (CAF), Capital Group, Collidr, Columbia Threadneedle Investments EMEA APAC, Communify Fincentric, Croesus, Defaqto, Dimensional Fund Advisors, Dorsum | Investment Software, Downing, Dynamic Planner, ERI , EY, FA Solutions
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#FeedbackFriday is an opportunity for delegates to share their thoughts about our events. #FSIndustry #BestEventInTheCalendar #OwenJamesEvents
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✨Almost 2025 – Time to plan for success with a meaningful partnership! ✨ As the new year approaches, now is the perfect time to think about your strategy for engaging with key clients. The best way to do this? Secure an exclusive sponsorship opportunity with Owen James Events Partnership benefits include: ✔️Tailored Event Campaigns A full-scale campaign, delivering maximum exposure ✔️Elite Audience Access Tap into our established communities of industry leaders. With extensive contacts and in-depth knowledge, we will bring together the people you wish to network with ✔️Insightful Content & Data Shape the conversation with data-driven agendas. Our industry insights and audience research ensure a meaningful dialogue ✔️ Maximised ROI Post-event support, help with follow-up campaigns and secure follow-up meetings 💼 Why Choose Owen James Events? We offer a cost-effective, high-impact solution to help you achieve measurable results and expand your influence at the top level. 📈 Make 2025 your most impactful year! Let’s discuss how we can tailor a sponsorship package to meet your goals. 🚀 📩 Reach out to James Goad or Nick Waugh to explore opportunities. 🌟 Discover More Here https://lnkd.in/e9UhRNUC #NewYearNewOpportunities #SponsorshipSuccess #NetworkingGoals #2025Plans
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Today we have had our last event of the year at Octopus Investments offices hosting the latest Wealth Management & Private Banking Heads of Wealth Breakfast Briefing discussing ‘A new dawn for wealth management post-budget and strategies for accelerating growth'. The discussions covered the latest topics, from 'A new dawn for wealth – seizing the opportunity following the UK election result and budget' to 📈 'Accelerating revenue growth in wealth management’ 💡 Thanks a million to Gavin White for chairing the morning discussion and experts Annalise Toberman, Matt Best and Jonny Adams for the engaging conversation. Thank you Octopus Investments for working with us and our Red Folder Events team. What a year it has been, and what a way to finish! #RedFolderEvents #WealthManagement #PrivateBanking #FinancialPlanning #Innovation #OwenJamesEvents #breakfastbriefing
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🌟 Sponsorship Opportunity - The Beacon Philanthropy and Impact Forum 12 February 2025 at Guildhall, London We are excited to present an exclusive opportunity to network with over 200 leaders from foundations, philanthropists, NGOs, non-profits, government bodies, regulators, impact pioneers, wealth managers, private banks, and financial institutions. 🚀 Key Objectives: The Forum aims to reengage and re-energise the commitment to giving and social investment, exploring how philanthropy can shape a future that is better and fairer. Sponsorship Benefits: 📰 Thought Leadership: Host facilitated roundtables aligned with the conference theme 📞 Contact Details: Receive contact details of sector leaders and wealth advisers 🤝1-2-1 networking opportunities 🌐 Brand Awareness: Your logo on event collateral, website and app 🤝 Social Responsibility: Brand alignment with social responsibility To explore sponsorship opportunities please contact James Goad If you're interested in attending, please contact Mark Davison for more details. This is an invitation only event. Let's come together to shape a future that leaves no one behind! Organised in collaboration with The Beacon Collaborative https://lnkd.in/eQrMzAax #ImpactForGood #PhilanthropyForum #SustainableDevelopment #SocialInvestment #OwenJamesEvents
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Today’s #FeedbackFriday is from our last successful A Meeting of Minds Winning Advisers South event that happened in October this year. If you are an owner manager of a financial advisory firm with £150m to £500m funds under management and between 3 and 20 RIs, and looking for an opportunity to engage with peers don't miss the upcoming 2025 events: 🔴A Meeting of Minds Winning Advisers North 📅 Date: 22 May 2025 (with optional dinner the night before) 💡Time: 9.00 – 17.00 🏢Venue: Rudding Park, Rudding Lane, Follifoot, Harrogate 🔴A Meeting of Minds Winning Advisers South 📅 Date: 9 October 2025 (with optional dinner the night before) 💡Time: 9.00 – 17.00 🏢Venue: Tylney Hall Hotel & Gardens, Hook To request an invitation please contact Clare Frost and to explore sponsorship opportunities reach out to Nick Waugh. #WinningAdvisers #FinancialAdvisory2025Events #OwenJamesEvents
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Today at WealthTech Matters The Business our outstanding keynote speaker Timothy Papandreou delivered an inspiring presentation on ‘Tipping Point - Humanity's Evolution in the Age of AI.’ Tim explored the sixth wave of innovation, powered by AI, IoT, robotics and cleantech - and its transformative potential. The keynote also covered the convergence of advancements across diagnostics, healthcare, construction and manufacturing, where modular #AI solutions are reshaping efficiency and redefining outcomes. 🚀 What’s Next: • A shift to generative AI alongside evolving global dynamics • Moonshot Thinking -Aim 10x, tackle big challenges, stay grounded and embrace diverse perspectives • Key areas for transformation - Blockchain, AI, robotics, energy and bio-intelligence #WealthTechMatters #OwenJamesEvents #keynotespeaker #AI