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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A LOOK AT BUSINESS MODELS OF THE FUTURE
What will the business model of the future look like and how big an impact will technology have on the customer experience? The discussion revolves around how technology will help wealth managers now and, in the future, and how it can be implemented.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Artificial IntelligenceBusiness ModelDigitalWealth Management & Private Banking
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DEVELOPING A STRATEGY TO MEET THE LATEST TRENDS IN THE ‘SHARING ECONOMY’
Wealth managers must adapt their operating models and infrastructure to take advantage of new opportunities in the ‘sharing economy’. The demands of client data management are evolving with the advance of technology and have elevated the issue of digital governance to boardroom tables across the industry.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Client Data ManagementSharing EconomyWealth Management & Private Banking
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DO THE SUMS ADD UP? A LOOK AT CHARGING STRATEGIES IN THE ROUND
Advisory investment services are becoming increasingly costly for banks to offer, prompting many to move assets away from this service and into discretionary mandates or pulling out of this offering altogether. Delegates discussed their experiences with the advisory proposition in terms of regulatory implications and also their clients’ perspectives.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Advisory investment servicesUHNWIWealth Management & Private Banking
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OPTIMISING BUSINESS PERFORMANCE THROUGH CX
Tracking client engagement, an important and universally acknowledged challenge, is creeping up the list of CMOs’ priorities. And while many wealth firms, traditionally considered laggards in implementing client engagement programmes, have started to actively gather feedback and track key metrics to improve customers’ experience (CX) – more needs to be done to understand where we are as an industry to be able to better service our clients and their evolving needs.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
BehavioursEngagementExperienceHNWIUHNWIWealth Management & Private Banking
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SHOULD WE TALK TRADE BATTLES? PRESIDENT TRUMP IS. HOW IS IT AFFECTING MARKETS? COULD THE CHANGING WORLD ORDER BENEFIT THE UK AS IT LOOKS SET TO BREXIT
The abundance of global geopolitical issues raises questions on how markets and investments will be impacted – delegates speak about the risks they are most concerned with.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
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SUITABILITY - AND YOU THOUGHT IT WAS ALL OVER!
Suitability is one of the issues that is at the top of the FCA’s agenda. It comes up time and again on their business plans. According to FCA findings, 96% of advice is suitable. However, even a small proportion of people not agreeing that they were given suitable advice would be a flag. ESMA issued a second paper on suitability recently, and it was aimed at the regulator and broadly in line with the previous paper. Although it isn’t aimed at firms, it is useful for them to see how the regulator will approach it. The FCA is scheduled to do another review in 2019, so now is a good time for firms to reassess and revamp their approach to suitability assessment.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
AdviceWealth Management & Private Banking
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THANKS TO MIFID II, INVESTORS ARE NOW SEEING WITH GREATER CLARITY THE LEVEL OF RETURNS THEY ARE RECEIVING ON THEIR INVESTMENTS PLUS THE FEES THEY ARE
MiFID II – the EU directive that came into force in January 2018 – is affecting how industry players view the role of ETFs. In particular, the directive is highlighting a renewed focus on value, trade transparency and liquidity – and driving awareness about ETFs as a way to invest across asset classes and geographies.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
MIFIDIIWealth Management & Private Banking
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THE FUTURE OF ADVICE
Trust and satisfaction are key factors determining the difference between ‘good’ and ‘great’ advice among wealth management clients. The successful future adviser will harness technology effectively to enhance their existing proposition while differentiating themselves in the areas of holistic financial planning and behavioural coaching.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
AdviceWealth Management & Private Banking
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THE OPTIMAL DIGITAL BUSINESS STRATEGY. IT LOOKS LIKE IT'S ALL ABOUT THE FIRM'S CULTURE!
The industry approaches digital from various angles. Different firms focus on different aspects, but mostly digital is spoken about in the context of client experience. To implement digital transformation projects successfully, firms need to have an organisation-wide digital strategy and focus on its people to bring the change about.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
BehavioursDigitalWealth Management & Private Banking
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VALUE IN EMERGING MARKETS?
Investors are questioning both value investing and emerging markets. Why are they so negative? Is there any future in these areas?
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Emerging MarketsInvestmentsWealth Management & Private Banking
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WHAT WOULD YOU DO WITH AN EXTRA HOUR?
Are you reducing operating costs and headcount or are you using this freed up time to go for growth? Are you measuring the progress? The goal of the session is to encourage you to sit back and question how your business is being affected and indeed whether the effect should be greater.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Back OfficeDataWealth Management & Private Banking
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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 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeCloudCyberData ScienceDigitalEngagementFintechFront OfficeManagement InformationMobileOnboardingSecuritySocial MediaWealth Management & Private Banking
