After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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CATEGORISING YOUR CLIENTS: RETAIL, WHOLESALE, INSTITUTIONAL – AREN’T THEY JUST CLIENTS?
Across the board, asset managers are seeing changes in how they think about their clients, and this has huge implications for the organisational structure of their sales and distribution teams
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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MAINTAINING OUR POSITION AS A WORLD LEADER IN INVESTMENT MANAGEMENT
Our expert opened the meeting with the well-known quote ‘lies, damned lies and statistics’ and how they can be misleading and used to bolster weak arguments. According to EFAMA, the European trade association, there is £9.5trn (€11.5trn) in assets under management in Europe.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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PROVIDING VALUE FOR MONEY? IT CERTAINLY ISN'T JUST ABOUT GROWING THE POT. A LOOK AT THE FCA'S ASSESSMENT OF VALUE
The FCA’s assessment of value initiative will likely not change behaviour significantly in the next few years but marks an interesting step in the drive for improved standards of governance, transparency and accountability in the asset management industry.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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STEWARDSHIP – THE SAFE INVESTMENT OF CAPITAL TO CREATE SUSTAINABLE VALUE.
Rising economic inequality has caused public trust to decline and that, combined with the huge amount of company data in the public domain, has left companies vulnerable to reputation issues.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEnvironmentalESGGreenwashinginstitutionalInvestmentsMarketingRegulation
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TALKING ABOUT CLIENT ENGAGEMENT… THINKING ABOUT YOUR FUTURE CLIENTS… NOW HERE IS A GOOD IDEA…
The way in which asset managers communicate with clients is evolving due to digitalisation, an increased demand for transparency, and ESG products.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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IS YOUR BUSINESS MATCH FIT? INDEED, ARE YOU?
Managing change is the most common thread amongst senior management, and business resilience is ultimately linked to the personal resilience of you, the business leader.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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ESG: THE MOMENTUM IS THERE – WE NOW NEED SOME STANDARDISED METRICS TO MEASURE PERFORMANCE
ESG has become mainstream, and its popularity is only going to grow. Although techniques for assessing asset managers’ ESG performance are becoming increasingly sophisticated, there is no commonly agreed method of applying them.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementClient acquisitionclimate changeEngagementEnvironmentalESGGreenwashingMacro TrendsPropositionRegulationReputationalsustainableTrends
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Are you providing “Value For Money” (VFM)?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Demonstrating ValueFCAvalueWealth Management and Private Banking
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As regulation will soon mean that your relationship managers will need to take into account your clients’ ESG preferences as part of their suitability
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Attracting and retaining talent to meet your goals: structuring your approach for growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
CultureEmployeeEmployee engagementEmployees (type of)EmploymentRecruitmentRetentionWealth Management and Private Banking
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Cyber risk is growing, and attacks are on the increase.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Enhancing productivity is a key focus for wealth management and an important part of that will be ensuring that your front office has all client data
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
BehavioursEngagementStrategyWealth Management and Private Banking
