Findings from Wealth Management & Private Banking A Meeting of Minds - November 2018


The twenty-fourth Meeting of Minds Wealth Management and Private Banking took place on Thursday 15 November at The Berkeley Hotel, London. This document summarises the 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 biannual strategic forum organised by Owen James which brings together the CEOs and CIOs of the private banks and wealth managers.

The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses. Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level. The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.

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

This Report

The Roundtable Sessions were moderated by Scorpio.

We are very grateful for the time and energy they have expended on making A Meeting of Minds Wealth Management and 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 to A Meeting of Minds Wealth Management and Private Banking and on the day.

The Sponsors

We would like to thank all our sponsors who make these Meetings 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
• To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.

  • Invesco PowerShares
  • J.P. Morgan Asset Management
  • Avaloq
  • BMO Global Asset Management
  • BlackRock Investments
  • Allfunds Bank
  • SEI Wealth Platform
  • Dimensional Fund Advisors
  • Multrees
  • Lazard Asset Management
  • Farrer & Co
  • Pimco
  • Vanguard
  • EY

The Findings


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SHOWING 1 - 5 of 12