SOLUTION PROVIDER OF THE WEEK
Overview

Owen James seeks to provide a platform for strategic engagement within the finance sector: 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 financial services firms to do better business - commercially, intelligently and ethically.
Owen James FACTFILE
Established
2005

Global Headquarters
Surrey, United Kingdom

Website

Company Size
2-10 employees

Target Clients
Wealth Management & Private Banking, Financial Advisory,
Bank & Brand Distribution of Retail Financial Services,
Asset Management
TWM Marketplace



TWM Business Need categories
  • Business Strategy & Advisory
  • Events, Networks & Panels
  • Market Analysis, Understanding & Sizing



Relevant Regions
Asia, Eastern Europe, North America, Western Europe

All about the right people at the right level, discussing and shaping the financial services industry together in the right place

A Meeting of Minds events platform serves four distinct financial services communities:

Wealth Management & Private Banking
Financial Advisory
Bank & Brand Distribution of Retail Financial Services
Asset Management
 
Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key challenges facing key influencers from the largest distributors and try to find ways to collectively drive change forward.
Highlight - latest CONTENT
Blog: Reddit all about it! Are you thinking about your clients of the future? Are you leveraging the tech to ensure they are plugged into you? CLICK HERE

News & PR: The ultimate track and trace: a look at new technology to identify and engage with valuable new clients. CLICK HERE

Research & Insight: Findings From WealthTech Matters - The Client, March 2021.
Highlight - recent VIDEO
Now that we are all starting to rub shoulders again, we are super excited having just finished a very successful series of hybrid events – 22 events in 14 weeks. It was lovely to see everyone both in-person and on screen. This short video demonstrates how we still deliver fabulous content and networking opportunities for all types of participants.

Click here or on the image to watch the full event.
RECENT TWM REPORTS/NEWSLETTERS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com