Owen James Events is to launch a Festival of Finance event designed to bring together Financial Planners and wealth managers for a data and insight-driven, festival-style experience.
It will take place on Tuesday 29 September at the Birmingham Repertory Theatre.
Owen James, which was bought by Fintel in January 2024 for £2.3m, said the one-day event will connect around 500 senior advisers, wealth managers and industry leaders across the sector.
It will use expertise from businesses across the Fintel empire, including Defaqto, Simplybiz, Threesixty, and VouchedFor, Free tickets to the festival are available to firms using the services of Threesixty and Simplybiz.
The event will be structured across five dedicated zones - the Strategy Studio, Innovation Zone, Wealth Way (exhibition area), CPD-focused Academy, and Wellness Hub.
Investment manager Invesco will be the first headline sponsor of the event, which will include keynote sessions from former Sainsbury's CEO Justin King, and former England cricket captain, Sir Alastair Cook, alongside a platform presentation from the FCA.
James Goad, managing director of Owen James Events, said: “There has never been a more exciting time to bring Financial Planners and wealth managers together.
“We’ve created a high-energy environment for collaboration, delivering insight, fresh perspectives, and valuable, engaging learning, while re-imagining how our industry connects and moves forward together.”