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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Change of perspective: The opportunities that arise from more positive solutions
Facilitator: Niall Buggy Expert: Lucy Acton
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
diversityESGOpportunitiesSimplifySustainable SolutionsWealth 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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Mix it up: Hedge funds, fixed income, and the democratisation of private assets
Facilitator: Kevin Scully Expert: James Lowe
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
AssetFixed IncomeGrowthhedge fundsPrivate EquityWealth Management and Private Banking
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Net zero approaches: Can these be converted into meaningful communications?
Facilitator: Ben MacGregor Expert: Thomas Hohne-Sparborth
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
CommunicationConsumer DutyNet ZeroPortfoliosRegulatory IssuessustainableWealth Management and Private Banking
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Strategies for growing: Balancing business pressure with navigating uncertain times
Facilitator: Chris Shaw Expert: Mark Trousdale
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
automateDataGrowthMarket Trendson-boardingWealth 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