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.
-
Clients now understand exactly what they are paying for and have a range of investment tools available to them–is this affecting their investments...
Clients now understand exactly what they are paying for and have a range of investment tools available to them – is this affecting their investments preferences and how they go about constructing portfolios?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
Delivering value in the digital age - customers’ attitudes to data sharing, trust and how this will define future propositions
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
Preparing for growth - What can we learn from global high growth...
Preparing for growth: what can we learn from global high growth advisory firms?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
Price versus value: the 21st century financial advisory conundrum
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
Talent of the future: from adviser to technical analyst and everything in between. Finding them, training them and keeping them.
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
The future of ...
The future of platforms
27 November 2018
-
The future of retirement investing
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
What would you do with an extra hour? By adopting technology, advisory firms are realising time savings in their business by generating greater effici
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
Who is the CEO of your business?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
-
A LOOK AT BUSINESS MODELS OF THE FUTURE
What will the business model of the future look like and how big an impact will technology have on the customer experience? The discussion revolves around how technology will help wealth managers now and, in the future, and how it can be implemented.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Artificial IntelligenceBusiness ModelDigitalWealth Management & Private Banking
-
DEVELOPING A STRATEGY TO MEET THE LATEST TRENDS IN THE ‘SHARING ECONOMY’
Wealth managers must adapt their operating models and infrastructure to take advantage of new opportunities in the ‘sharing economy’. The demands of client data management are evolving with the advance of technology and have elevated the issue of digital governance to boardroom tables across the industry.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Client Data ManagementSharing EconomyWealth Management & Private Banking
-
DO THE SUMS ADD UP? A LOOK AT CHARGING STRATEGIES IN THE ROUND
Advisory investment services are becoming increasingly costly for banks to offer, prompting many to move assets away from this service and into discretionary mandates or pulling out of this offering altogether. Delegates discussed their experiences with the advisory proposition in terms of regulatory implications and also their clients’ perspectives.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Advisory investment servicesUHNWIWealth Management & Private Banking
