Findings from MOM Wealth Management & Private Banking November 2021


Our thirtieth Meeting of Minds Wealth Management & Private Banking took place on Thursday 18 November as a hybrid event. This document captures the outputs from the programme of twelve interactive roundtables which took place.

This Meeting is a strategic forum organised on a biannual basis by Owen James. It brings together CEOs and the CIOs from global
private banks, DFMs, MFOs and Wealth managers whose particular focus is UK.


We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place. 

The following groups took part in this Meeting and their motivation for taking part was threefold:

  • To be, and to be seen as being supportive of the industry
  • To understand the stresses and strains being placed on the industry and, where possible, respond to them
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.


We would also like to thank our facilitators. 

The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help:

  • David Barks, Savanta
  • Giles Patterson, AON
  • Shelley Doorey-Williams, KPMG
  • Roopalee Davies, EY
  • Caroline Burkart, AON
  • John Chapman, Orion Consulting
  • Gilly Green, Sionic
  • Chris Shaw
  • Rupert Phelps

Their role was to ensure that the roundtables maintained their focus and to encourage participation from all on screen! In the virtual world, their biggest challenge was to ensure that everyone kept their videos on!!!  We think they did pretty well!

  • Atlantic House Investments
  • Lyxor Asset Management
  • WisdomTree
  • Mercer
  • State Street Global Advisors
  • Aberdeen Standard
  • Titanbay
  • Dynamic Planner
  • SEI Wealth Platform
  • Multrees
  • Farrer & Co
  • Lazard Asset Management
  • Dimensional Fund Advisors
  • EY

The Findings