Owen James Group

Upcoming events at Owen James Group

Owen James Group is in Godalming. Near Here currently lists 13 upcoming events, including Festival of Finance 2026, SEI - CEO Consolidator Evening Briefing - September 2026 and A Meeting of Minds Gatekeepers - October 2026.

Festivals & Events

Festival of Finance 2026

The Festival of Finance marks the launch of a bold, new flagship event for the UK financial advice and wealth management profession. Designed as a high energy festival rather than a traditional conference, the event will bring together 500 senior advisers, planners and wealth managers for a day of unrivalled insights, CPD learning, strategic dialogue, peer-to peer collaboration and meaningful commercial engagement — all wrapped in an inspiring, modern, festival-style experience. Who the festival is for... Designated areas - you get to curate your own itinerary Main Stage → Hear from high-end Keynote Speakers who will explore macro-economic outlooks, regulatory direction and the forces shaping the future of finance. Strategy Studio → Strategic roundtables focused on technical competence, regulatory and professional excellence. Innovation Zone → A fintech playground showcasing the latest tools, platforms and technologies. Wealth Way → A social and commercial space combining exhibitions and networking. Wellness Hub → A dedicated space for wellbeing, coaching and personal growth. The Academy → A workshop hub for practical learning and interactive discussion. Leaders' Lounge → A private lounge for senior meetings, peer benchmarking and one-to-one conversations. Networking Nook → A matchmaking hub for peer introductions and networking. Meeting Mezzanine → A space for speed networking, quick peer introductions and conversations.

Tue 29 SeptOwen James Group

via Owen James GroupLocal gem

Community

SEI - CEO Consolidator Evening Briefing - September 2026

This roundtable will build on their previous productivity series, taking place between 6:30 pm and 9:30 pm. Who will be in the room? Bringing together key influencers from the top Wealth Managers, Private Banks and Advisers. What does it cost? Benefits of attending - how the event is shaped Visionary inspiration, providing insights into how consolidation can influence productivity, before opening up to a discussion on the volume, variation and challenges of consolidation that are being seen throughout the industry. Strategic collaboration, with fellow senior leaders over breakfast - so do come hungry! Example schedule from previous briefings: Welcome Consolidation and productivity recap Current market dynamics Polling questions and discussion Summary, next steps and back to work we go To find out more about what the agenda for the morning will look like, see below. To register please use the request an invitation button below or reach out to John Hall. About Reach Us Head Office: Owen James Events Limited Brook House Mint Street Godalming Surrey GU7 1HE and Registered Office: Fintel House, St Andrew's Road, Huddersfield HD1 6NA Copyright © 2026. Owen James Events

Wed 30 SeptOwen James Group

via Owen James GroupLocal gem

Don't miss the next one

What's on near Godalming, in your inbox

One email a week with the local stuff worth knowing — before it's already happened.

Sign up for Godalming

Free. Unsubscribe whenever you like.

Community

A Meeting of Minds Gatekeepers - October 2026

A Meeting of Minds Gatekeepers is a day long forum with a blend of fund management, that are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus. In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time-efficient manner. Who will be in the room? Heads of Fund Selection and Fund Research from the top 100 advisory and discretionary UK wealth management companies across both Wealth Management and Advisory – which we collectively call Gatekeepers What does it cost? Benefits of attending - how the event is shaped Be captivated by exclusive upcoming roundtable discussions that include: Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities. Head of portfolio management Was Head of Investments and CIO @ Parmenion Capital Partners LLP Research Analyst Investment Director CIO & Head of Investment Portfolio Director Chief Investment Officer Managing Director Senior Portfolio Manager Chief Investment Officer Portfolio Manager and Senior Analyst Head of Fund Research Chief Investment Officer Chief Investment Officer Independent Consultant Head of Research Manager Managing Director Head of MPS...

Thu 1 OctOwen James Group

via Owen James GroupLocal gem

Community

A Meeting of Minds Gatekeepers - October 2027

A Meeting of Minds Gatekeepers is a day long forum with a blend of fund management, that are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus. In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time-efficient manner. Who will be in the room? Heads of Fund Selection and Fund Research from the top 100 advisory and discretionary UK wealth management companies across both Wealth Management and Advisory – which we collectively call Gatekeepers What does it cost? Benefits of attending - how the event is shaped Be captivated by exclusive upcoming roundtable discussions that include: Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities. Delegate Relationship Co-ordinator About Reach Us Head Office: Owen James Events Limited Brook House Mint Street Godalming Surrey GU7 1HE and Registered Office: Fintel House, St Andrew's Road, Huddersfield HD1 6NA Copyright © 2026. Owen James Events

Wed 7 OctOwen James Group

via Owen James GroupLocal gem

Community

WealthTech Matters - Autumn 2026

WealthTech Matters isn’t your ordinary start-up pitch gathering, but a tech-focused forum combining industry insights from main technology providers with practical solutions. As we know technology is the future of wealth management - but are you keeping up? In a world where tech is evolving rapidly, wealth managers can no longer afford to sit on the sidelines. From client acquisition and engagement to adviser enablement and business efficiency, we’ll explore how technology is shaping the industry. Discover the latest solutions, tackle your firm’s biggest challenges, and leave armed with the insights you need to make smarter tech choices. Don’t just watch the future unfold - be a part of it. Who will be in the room? A community of COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs. What does it cost? Benefits of attending - how the event is shaped Be captivated by exclusive upcoming roundtable discussions that include: Get ready for a day like no other — where COOs, CTOs, CIOs, and their teams from leading Wealth Managers, Private Banks, DFMs, Advisers, and MFOs come together to challenge the status quo, spark innovation, and explore the technology shaping the future of wealth management. Senior Delegate Manager About Reach Us Head Office: Owen James Events Limited Brook House Mint Street Godalming Surrey GU7 1HE and Registered Office: Fintel House, St Andrew's Road, Huddersfield HD1 6NA Copyright © 2026. Owen James Events

Thu 8 OctOwen James Group

via Owen James GroupLocal gem

Ways to help this venue's events reach more people

Community Boost

Help a local event get seen

Anyone can give an event a brighter spot on Near Here, helping more people nearby discover what's happening in their community.

Learn about Community Boosts

For the venue website

Keep your what's-on page in the loop

Add a free snippet that points visitors to this automatically updated list of events. No second calendar to keep in sync.

Get the free snippet

Community

Around £50

Scotland Meeting of Minds 2026

Since 2005, Owen James has run over 150 Meeting of Minds events for the top advisory and wealth management firms in the UK. These events typically have always been run in and around London, with a couple of Northern iterations, and for the second year running we are heading to Scotland. The events have become a trusted platform for key influencers from the largest advisers and wealth managers to work through the key challenges facing the industry alongside providers, consultants, associations and the regulator – with a view of finding ways collaboratively to drive change forward. Who will be in the room? Top CEOs and Managing Directors from the leading financial advice and wealth management firms (i.e. DA firms with >3 advisers/RMs and AUM > £50m). What does it cost? Participation is by invitation only, there is no fee to attend and is CPD accredited Benefits of attending - how the event is shaped Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships Strategic collaboration – share best practices and tackle key industry challenges through; networking dinner on 3 November, chats over coffee, a formal seated lunch, one to ones and post-event drinks to keep the ideas (and the good times) flowing Inspiring Keynotes – hear from brilliant keynote speakers about the latest industry news and innovations Customised itinerary – choose the roundtables and discussions that matter most to you Be captivated by...

Wed 4 NovOwen James Group

via Owen James GroupLocal gem

Community

A Meeting of Minds Wealth Management and Private Banking - November 2026

A Meeting of Minds Wealth Management and Private Banking is an exclusive day where CEOs and CIOs of the private banks and the larger wealth management firms gather to address the key strategic issues affecting these businesses and the industry as a whole. In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers throughout the day and at the formal sit down lunch, you address the subjects which matter to you, and all in a time-efficient manner. Who will be in the room? CEOs and CIOs from Global Private Banks, DFMs, MFOs, and Wealth Managers with a dedicated focus on the UK market. What does it cost? Participation is by invitation, there is no fee to attend and is CPD accredited Benefits of attending - how the event is shaped Be captivated by exclusive upcoming roundtable discussions that include: Economics & geopolitics Productivity & people Business strategy Client concerns Investment themes Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities. Award-Winning Motivational Speaker & Business Expert Delegate Relationship Co-ordinator About Reach Us Head Office: Owen James Events Limited Brook House Mint Street Godalming Surrey GU7 1HE and Registered Office: Fintel House, St Andrew's Road, Huddersfield HD1 6NA Copyright © 2026. Owen James Events

Thu 12 NovOwen James Group

via Owen James GroupLocal gem

Community

Around £100

A Meeting of Minds Winning Advisers South - November 2026

Winning Advisers South is a deep dive into the key drivers of productivity, profitability, and industry trends shaping the future of financial advice. Expect insightful discussions, valuable connections, and fresh perspectives to help your business thrive. But the experience goes beyond the boardroom. Join us the evening before for an exclusive networking dinner, complete with a subsidy for your overnight stay. The gathering isn’t just any dinner - prepare for a surprise entertainment experience revealed on the 7th! Previous years have featured magicians, singers, dancers, and even famous footballers, making it a night to remember. Who will be in the room? Business heads from the top 100-600 Independent Financial Advisory firms which typically have between £100M and £800M Assets Under Management and 3-20 advisers. What does it cost? Benefits of attending - how the event is shaped Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing Visionary inspiration – hear from brilliant keynote speakers providing key insights into the latest industry news and innovations Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you Be captivated by exclusive...

Thu 19 NovOwen James Group

via Owen James GroupLocal gem

Community

A Meeting of Minds Advisory Distributors - November 2026

A Meeting of Minds Advisory Distributors is a high-level forum where the CEOs/MDs, who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients. In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, forging new relationships over dinner and structured networking, addressing the subjects which matter to you through our roundtables sessions, all within a time-efficient manner. Who will be in the room? Strategic and product heads from the top 100 UK Advisory Distributors i.e. the Nationals, Consolidators, Regionals, Networks, Rating Agencies, advice arms of Retail Banks and IFA. What does it cost? Benefits of attending - how the event is shaped Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you Be captivated by...

Thu 26 NovOwen James Group

via Owen James GroupLocal gem

Community

Paraplanning Excellence - December 2026

Paraplanning Excellence is a full day forum of high-level investment briefings and industry updates for UK paraplanners. Your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time-efficient manner. Who will be in the room? This year will be the 16th annual event bringing together investment paraplanners, analysts, technical professionals who support advisers within the financial advisory industry across the UK. What does it cost? Benefits of attending - how the event is shaped Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, lunch, and post-event drinks to keep the ideas (and the good times) flowing Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you Get ready for a day like no other - where investment paraplanners, analysts, and technical specialists come together for insightful discussions, keynote sessions, and high-level investment briefings.

Wed 2 DecOwen James Group

via Owen James GroupLocal gem

Community

The Beacon Philanthropy and Impact Forum - February 2027

Registration isn't open yet, join the waiting list here The Beacon Philanthropy and Impact Forum has become a vital moment in the calendar for those wanting to grow philanthropy and impact in the UK, and this year marks a particularly exciting chapter in its history. Who will be in the room? The forum will bring together prominent philanthropists, social investors, thought leaders and sector pioneers. It’s a day for changemakers to come together and dissect topics at the forefront of philanthropy. Last year covered various subjects, including: Building consensus around a national strategy for philanthropy The charity tech frontier Re-imagining the future role of wealth advisers in the impact economy Promoting and celebrating philanthropy Social outcomes - what is the future for innovation in UK social finance? How to Secure Your Place If you didn’t receive our initial invitation, you can still join us. This year, we’re introducing a ticketing system to help you guarantee your seat and access a range of valuable benefits, including: Access to 600+ leaders and peers across philanthropy and finance, with structured networking and curated connections. Inspiration and insights from leading thinkers in plenary keynotes and panel sessions. Practical learning through interactive ‘how-to’ workshops on scaling impact, measurement, and blended finance. Influence and strategy sessions.

Wed 10 FebOwen James Group

via Owen James GroupLocal gem

Community

A Meeting of Minds Gatekeepers - March 2027

A Meeting of Minds Gatekeepers is a day long forum with a blend of fund management, that are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus. In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time-efficient manner. Who will be in the room? Heads of Fund Selection and Fund Research from the top 100 advisory and discretionary UK wealth management companies across both Wealth Management and Advisory – which we collectively call Gatekeepers What does it cost? Benefits of attending - how the event is shaped Be captivated by exclusive upcoming roundtable discussions that include: Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities. Delegate Relationship Co-ordinator About Reach Us Head Office: Owen James Events Limited Brook House Mint Street Godalming Surrey GU7 1HE and Registered Office: Fintel House, St Andrew's Road, Huddersfield HD1 6NA Copyright © 2026. Owen James Events

Thu 11 MarOwen James Group

via Owen James GroupLocal gem

Community

WealthTech Matters - Spring 2027

WealthTech Matters isn’t your ordinary start-up pitch gathering, but a tech-focused forum combining industry insights from main technology providers with practical solutions. As we know technology is the future of wealth management - but are you keeping up? In a world where tech is evolving rapidly, wealth managers can no longer afford to sit on the sidelines. From client acquisition and engagement to adviser enablement and business efficiency, we’ll explore how technology is shaping the industry. Discover the latest solutions, tackle your firm’s biggest challenges, and leave armed with the insights you need to make smarter tech choices. Don’t just watch the future unfold - be a part of it. Who will be in the room? A community of COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs. What does it cost? Benefits of attending - how the event is shaped Be captivated by exclusive upcoming roundtable discussions that include: Get ready for a day like no other — where COOs, CTOs, CIOs, and their teams from leading Wealth Managers, Private Banks, DFMs, Advisers, and MFOs come together to challenge the status quo, spark innovation, and explore the technology shaping the future of wealth management. Senior Delegate Manager About Reach Us Head Office: Owen James Events Limited Brook House Mint Street Godalming Surrey GU7 1HE and Registered Office: Fintel House, St Andrew's Road, Huddersfield HD1 6NA Copyright © 2026. Owen James Events

Thu 6 MayOwen James Group

via Owen James GroupLocal gem

Event details on Near Here are aggregated from third-party sources and may change. Always verify times, location, availability, and any price directly with the organiser before travelling. See Terms.