FINDINGS FROM WEALTH MANAGEMENT & PRIVATE BANKING - NOVEMBER 2015

Summary

The eighteenth Meeting of Minds Wealth Management & Private Banking took place on 19 November 2015 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: Simon Black at Owen James: simonblack@owenjamesgroup.com or you can contact him at 01483 861 334.


This Report

The Roundtable Sessions were moderated by Scorpio Partnerships:

  • • Sebastian Dovey
  • • Catherine Tillotson
  • • Caroline Burkart
  • • Mark Miles
  • • Alex Johnson
  • • Annie Catchpole
  • • Glen Ward

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.


The Sponsors

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.

The Findings

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  • WILL IT BE YOU OR THE ALGORITHM?

    Improvements in artificial intelligence and the growing use of algorithms are beginning to alter the way financial advice is delivered to end-clients. Just how far reaching digital adoption and the impact of automation will be on advisor client relationships remains to be seen, but the wealth industry must ensure they are at the forefront of digital adoption.

    15 July 2018James Goad

  • SUSTAINABLE INVESTING: ENOUGH TALKING, START INVESTING

    The efficacy and motivation for sustainable investing is beginning to grow amongst global investors, with real and quantifiable financial implications. Once seen a niche segment for ideological investors, the incorporation of sustainable considerations into investment decisions is now becoming a mainstream phenomenon and wealth managers must be well placed to advice their clients.

    15 July 2018James Goad

  • SO ARE YOU PROVIDING YOUR CLIENTS WITH VALUE FOR MONEY?

    As clients begin to look beyond performance as the defining factor in their relationship with wealth advisors, a more transparent and progressive fee structure, focusing on ways to add real value, is the way forward for the industry. It is essential that wealth managers are evaluating progressive strategies to deliver value for money.

    15 July 2018James Goad

  • REPUTATION AND BRAND – SLOW TO BUILD AND QUICK TO ERODE – CRISIS MANAGEMENT SCENARIO PLANNING

    There are multiple external and internal factors feeding into a company’s brand, marketing communications and brand crisis management. These factors, for example data security breaches or employee dismissal cases are likely to rise up the ladder of importance for wealth managers. Firms need to be ready and prepared to go through various scenarios.

    15 July 2018James Goad

  • M&A – IDENTIFYING OPPORTUNITIES AND VALUING THEM

    As the M&A activity in the wealth management industry increases and with more buyers than sellers, valuations in the current M&A wealth management industry are close to industry highs. It is imperative that the industry are exploring and capitalising on the opportunities available, particularly in the Fintech arena.

    15 July 2018James Goad

SHOWING 1 - 5 of 83


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