Owen James Events
Industry events and research for UK wealth managers, private banks and financial advisers, plus a Red Folder event management service
Highlights
- New on EvolcAdded 2026-11-02
About Owen James Events
Owen James Events runs invitation-only strategic events and research for senior decision-makers in UK financial services. Its flagship A Meeting of Minds series brings together C-suite leaders from large distributors such as wealth managers, private banks, IFAs and fund selectors, and it also runs WealthTech Matters and Retirement Matters events and two-hour Business Briefings. The Pulse is a data-driven benchmarking and market insights tool for firms in the sector.
Customers are senior leaders at financial services distributors and firms that sponsor events to reach them; the company's sponsor and partnering offering is built around these audiences. Red Folder Events, its bespoke event management service, handles audience identification, invitations and delivery of breakfast briefings, conferences and hybrid events.
The company was founded in 2005 by founder and MD James Goad, according to its team page. Its registered office is in Huddersfield and its head office is in Godalming, Surrey. Upcoming events include A Meeting of Minds sessions in Dunblane, London and Hook in November 2026.
Product: Invitation-only strategic events, The Pulse benchmarking tool, and Red Folder bespoke event management.
Jobs at Owen James Events
Leadership
- James Goad · Founder and MDSource: company website
- Steph Walsh · Chief Operating OfficerSource: company website
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