FINDINGS FROM WEALTH MANAGEMENT & PRIVATE BANKING - JUNE 2017

SUMMARY
The twenty-first Meeting of Minds Wealth Management and Private Banking took place on Thursday
15 June at The Lanesborough 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 Simon Black at Owen James:
simonblack@owenjamesgroup.com or you can contact him at 01483 862 698.

THIS REPORT

The Roundtable Sessions were moderated by Scorpio:


• Cath Tillotson
• Seb Dovey
• Caroline Burkart
• Annie Catchpole
• Tasha Vashisht
• Mark Miles
• Daniel Gerber
• Leigh Cotterill


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.


  • Statpro
  • BMO Global Asset Management
  • Liontrust
  • SEI Global Wealth Services
  • Lazard Asset Management
  • Farrer & Co
  • SS&C Advent
  • Architas
  • Ishares
  • Pimco
  • WEALINS S.A.
  • EY
  • Multrees
  • Bluebay01

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