James Goad (@JamesMGoad) header
James Goad (@JamesMGoad) profile picture

Founder of Owen James Group @OwenJamesFS. Passionate about driving change in financial services and finding the perfect G&T

UK, Asia and Europe
Joined March 2012
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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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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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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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With over 200 influential wealth managers, advisers, DFMs and private banks signed up – bit.ly/MIR19Participants – Mindful of Investing in Retirement is an unmissable sponsorship opportunity to engage with these significant distribution channels. Get in touch for more details!
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We are proud to announce that our 2019 sponsorship opportunities are starting to sell out! We have a great set of partnerships formed and to join your peers or for more information, please get in touch #FridayMotivation #networking bit.ly/OJ2019calendar
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Our Advisory Distributors dinner, with a festive flare, is in full swing. We look forward to welcoming all our other participants in the morning @TheLanesborough for the next #OwenJamesMoM #networking 🎄
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Bank and Brand Distribution of Retail Financial Services are you looking to grow your product range in the next year? Our latest industry research paints the picture that you are..! This topic and many more will be discussed at our next #OwenJamesMoM 4 Oct bit.ly/RetailOct
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Cosas que no existían el 1 de enero de 2008 WhatsApp Uber Instagram Airbnb Angry Birds Candy Crush Apple Watch App Store Google Chrome Tinder Apple Maps Lyft Snapchat Siri iPad Bitcoin Alexa WeChat FB Messenger Square Slack Kickstarter Pinterest Venmo via @johnerlichman
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To maximise chances of #digital success, #wealthmanagers and senior stakeholders need to do more to be internally aligned. Having clear #business objectives can help identify how best to integrate the #technology into a #wealth #business model ow.ly/aUYz30lGTd2
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How can the #pensions industry exploit the benefits of collaboration and technology? EY addresses this in their holistic view of the future of pensions. eyfs.smh.re/3Ch
A great discussion with the Heads of Wealth this morning on the implications of tax changes in the UK and how AI is going to transform the Wealth Management & Private Banking industry @Octopus_UK @AltusLtd @BlickRothenberg
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Ever wondered why you should attend #OwenJamesMoM see our latest feedback... 'Best conference in the business! I travel the globe, go to many Meetings but always know that MoM is the standard for others to follow. The Crown Jewel!' Sign up for Nov today bit.ly/ADNovember
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We'd like to thank Andrew Wilde for leading a keynote presentation - Customers are desperate for someone they can trust. Is that you? It sparked a lot of discussion and we hope to welcome Andrew again. Why don't you join us... sign up today bit.ly/ADNovember #OwenJamesMoM
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We've collated and compiled the scene setter findings for the next #OwenJamesMoM happening next Tuesday @PennyhillPark and as usual they make a very interesting read. One poll indicates that in 2018 a main area of concern is no longer regulation but productivity, do you agree?
100%Yes
0%No
1 votes • Final results
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A week to go until our next #OwenJamesMoM - Advisory Distributors. Join us for unparalleled networking and the chance to hear from one of our keynote speakers, the explorer @benedictallen about filming expeditions without a crew! #networking @PennyhillPark
@OwenJamesWealth - great event as always! Thanks!
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Interesting talk by Andy Peterkin on the regulatory update at @OwenJamesIFA A Meeting of Minds Wealth Management & Private Banking Conference today. #WealthManagement
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Clients who have a #fee based relationship show higher overall satisfaction scores and net promoter scores than clients who have a #commission based relationship. Source: Scorpio Partnership’s HNW research. ow.ly/45dG30iTLjv
What are the key attributes which drive business performance for #private banks and #wealth managers? ow.ly/Uykq30idjq3
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The poll showing Remain 10 points ahead on EURef day.... The forecasts suggesting Clinton was 95% on to win... The forecasts suggesting a decisive Conservative Party landslide in 2017... nitter.cf/jburnmurdoch/status/96…
Wow. Absolutely fascinating thread from co-author of study which finds probabilistic forecasts of elections *may reduce turnout" among supporters of the candidate who is reported as being ahead nitter.cf/SolomonMg/status/96089…
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