Founder of Owen James Group @OwenJamesFS. Passionate about driving change in financial services and finding the perfect G&T
Joined March 2012
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280 Photos and videos
11 Mar 2021
Excited to have launched the first event in our second WealthTech Matters series today focusing on the client. Big thanks to @blue_prism; @FactSet; @moneyfarmUK; Titanbay;@Wealth_Dynamix; @DelioGroup; @moneyinfotech; @Redington for their support #WealthTechMatters @OwenJamesFS
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10 Sep 2020
A massive thank you to @carmignac @EY_WealthAM @Farrer_Co @LazardAssetUK @Orbium @PictetAM @Vestrata for support our first virtual Meeting of Minds @OwenJamesFS #OwenJamesMoM. Fantastic to see great brands supporting the Wealth Management & Private Banking industry
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10 Sep 2020
We launched our first virtual Meeting of Minds this morning bringing together key influencers from the Wealth Mgrs & Private Bks. I felt a bit like Boris delivering his daily update but so far so good & we are definitely missing seeing you all in person @OwenJamesFS #OwenJamesMoM
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23 Apr 2020
Check out my latest article: Staying connected in a hybrid world - What will the new-normal look like? linkedin.com/pulse/staying-c… via @LinkedIn
James Goad retweeted
5 Mar 2020
All set for an exciting Meeting of Minds Asset Management today @TheBerkeley #OwenJamesMoM looking forward to strategising with some influential CEO’s & COO’s
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James Goad retweeted
4 Mar 2020
Delighted to be working with @IPSX_Property for their lunch briefing on reimagining Real Estate Investment to hear more about the launch of the world’s 1st stock exchange dedicated to listing and trading companies that own single institutional grade CRE assets #owenjamesFS
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28 Jan 2020
Proud to be chairing the APPG for philanthropy and social investment tomorrow on behalf of @BeaconAwards and @PhilanImpact to see how we can get philantrhropists, Government, industry and charities to collaborate to do more in this space #2billionmoreayear
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28 Nov 2019
And we’re off... a fantastic representation of the good & the great from the largest UK Advisory Distributors coming together for A Meeting of Minds to strategise about the key challenges facing their business and how we prepare for the future @informingchoice @OwenJamesFS
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21 Nov 2019
All set up and raring to go for the @_CharlesStanley Adviser Forum bringing together advisers to talk about change being the new normal and how we should prepare our businesses #CSAdviserForum19
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20 Nov 2019
Looking forward to strategising with the CEOs & CIOs from the top Wealth Managers & Private Bks at A Meeting of Minds today. ESG is the hot topic but attracting talent and sourcing clients now the biggest challenges keeping them up at night @OwenJamesFS #owenjamesMoM
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13 Nov 2019
Great presentation from Brian Lord on how you manage #CyberAttack. Cyber security not just about detecting attacks but also managing the behaviour & culture of your staff/clients. FS is a honeypot with 1 in 4 attacks aimed at our industry. @OwenJamesFS @ProtectionGIntl
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13 Nov 2019
We need to revisit our Risk register and cyber security strategy. Cyber should not be boxed as an individual risk. Instead we need to look at the traditional risks across our business and update them for the 21st Century. @ProtectionGIntl @OwenJamesFS
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13 Nov 2019
Great presentation from @BetaLucca1 talking through our role in the growth of tech, gaming & AI, and how we ensure we recruit the right talent and ensure they make the right philosophical decisions @OwenJamesFS
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13 Nov 2019
Great presentation from @kateancketill about how technology will change how we work. From the Japanese AI companion; #LifeDNA ; trends in telemedicine; & digital death (SafeBeyond). It’s all about CX now as we move away from products @gdruk @OwenJamesFS #OwenJamesMOTIFS
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James Goad retweeted
23 Oct 2019
We are not living through a crisis of conservatism. We are living through a crisis of liberalism. Liberals are now leaving politics & turning to law to try & entrench the ideas for which they cannot secure democratic assent
John Gray in @NewStatesman
bit.ly/2W8aobC
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15 Oct 2019
There is no such thing as ‘information overload’, just ‘filter failure’. Some great insights around how to declutter and create space from Ingrid Pope @CreatingSpaceUK @OwenJamesFS #OwenJamesMoM
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15 Oct 2019
Really insightful presentation from @martinbamford about how advisers can use content marketing to bridge the trust gap. Time to become an educator and get blogging, podcasting & videoing. @meaningfulmoney sighted as an example of best practice. @OwenJamesFS #OwenJamesMoM
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15 Oct 2019
Great speech from @GPW_Portland predicting a Christmas General Election; a deal being pushed through next week; a new female Labour leader; and Boris will remain a PM with an extended majority @OwenJamesFS #OwenJamesMoM
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