After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Back to '82 - is it time to revive some "old skool" strategies
Facilitator: Niall Buggy Expert: Deborah Wardle (Mercer)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
DiversificationFixed IncomePortfoliosPrivate MarketTechnologyWealth Management and Private Banking
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Eastern Headwinds. The far-reaching consequences of war in Ukraine
Expert: Tim Ash Facilitator: Richard Clarke
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
ChinaInvestmentsleadershipRussiaUkraineWealth Management and Private Banking
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Goal Based Planning. A more holistic way to service your clients
Expert: Iwan Schafthuizen (Managing Director Business Development, Ortec Finance) Facilitator: Shelley Doorey Williams (Partner, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Client ExperienceGoals-based planningInvestmentsTechnologyTrainingWealth Management and Private Banking
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The Future of Emerging Markets. An opportunity for sustainable growth in an era of great change?
Expert: Simon Henry (Wellington Management) Facilitator: Shireen Tyagi (Senior Manager, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Emerging MarketsESGGeopoliticssustainableThematic investmentWealth Management and Private Banking
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War on Talent - Recruitment is hard so retaining talent is crucial
Expert: Mark Somers Facilitator: Caroline Burkhart
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
FlexibilityHybridRecruitmentTalentWealth managementWealth Management and Private Banking
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Attracting and retaining the best candidates in the shadow of the 'Great resignation'
Expert: Nikki Bartlett, EY Facilitator: Roopalee Dave, EY
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CultureleadershipOrganisationRecruitmentTalentValuesWealth Management and Private Banking
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Digital human - how to clear your tech debt
Moderator: Carline Burkart, AON Expert: Andrew Back, Multrees
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
costDigitalDigital SignaturesInvestmentsTechTechnologyWealth Management and Private Banking
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Inflation Proof. Finding growth with megatrends.
Moderator: Philip Biber, Sionic Expert: Mobeen Tahir, WisdomTree
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
ElectricEnvironmentalInnovationMegatrendNet ZeroThematic investmentWealth Management and Private Banking
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M&A Vs. organic growth. Is creating value and putting the client first mantra or myth?
Moderator: Richard Clarke, Hannam & Partners Expert: John Chapman, Catalyst Partners
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
compliancePricingPrivate EquityRelationshipsretailValuationWealth Management and Private Banking
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Navigating client expectations about climate investing
Moderator: Philip Biber, Sionic Expert: Rick Lacaille, State Street
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
Green InvestingImpact investingNet ZeroOpportunitiesPortfoliosTransition financeWealth Management and Private Banking
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Net Zero: Targets are set but how do you implement them in your portfolio?
Moderator: David Barks, Savanta Expert: Tim Smith, Lazard
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CommunicationFiduciaryGreenwashingMetricNet ZeroRegulationWealth Management and Private Banking
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People pleasing. Creating a successful and inclusive culture in a hybrid workplace
Moderator: Roopalee Dave, EY Expert: Mark Somers, Somers Partnership
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
BoundariesClient-facingCultureDEIHybridManagementWealth Management and Private Banking