Findings from the Wealth Management and Private Banking Meeting of Minds - June 2019

The twenty fifth Meeting of Minds Wealth Management & Private Banking took place on 13 June 2019 at The Berkeley Hotel, London. This document summarises key issues raised in the topics discussed during the roundtables that took place on the day.

 A Meeting of Minds Wealth Management & Private Banking is a strategic forum organised by Owen James. It is an opportunity for 100 strategic and investment decision makers from the leading private banks; wealth managers, DFMs; MFOs; service and product providers to work through the key challenges facing both their businesses and the industry as a whole with a view to driving change forward.

 Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.

 At the core of these Meetings is a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.

 To find out more about taking part, please contact: Ciara Sala at Owen James: or you can contact her at 01483 861 334.


The Roundtable Sessions were moderated by the following moderators:

  • Caroline Burkart, Scorpio Partnership
  • Giles Patterson, Scorpio Partnership 
  • Gilly Green, Sionic
  • Joseph Marti, Sionic
  • Martyn Laverick, Soprano Consulting
  • Paddy Lewis, Sionic
  • Stephen Wall, Wealth Mosaic

We are very grateful for the time and energy they have expended on making A Meeting of Minds Wealth Management & Private Banking a success and hope you will consider this report an interesting, thought-provoking and accessible read. As ever your feedback is much appreciated.

We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up and on the day.


We would like to thank all our sponsors, without whom the event would not have been possible. The following groups took part in the Meeting and their motivation for taking part is 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; and
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.

  • Altus
  • Standard Life
  • Factset
  • SEI Wealth Platform
  • Avaloq
  • Iress
  • Multrees
  • Lazard Asset Management
  • Farrer & Co
  • Dimensional Fund Advisors
  • Vanguard
  • BlackRock Investments
  • Carmignac
  • EY

The Findings


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SHOWING 1 - 5 of 15