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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Changing demand - Serving an increasingly diverse and expanding client base
Expert: Peter Dingomal, Business Development Director, FA Solutions Facilitator: Caroline Burkart, Alpha FMC
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIClientdiversityPortfoliosTechnologyWealth Management and Private Banking
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Empowering teams through next generation technologies – How AI, the latest tech platforms and tools can transform your operating model
Expert: SS&C Facilitator: David Barks
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChallengesDataDigital platformRegulatorsTechnologyWealth Management and Private Banking
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Handling market data - The opportunities and challenges
Expert: Preya Patel, Head of Data, Financial Software Ltd Facilitator: Matt Lonsdale, Davies Group
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChallengesDataMarket TrendsOpportunitiesTransparencyWealth Management and Private Banking
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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AdvisorsCommunicationgenerationalInheritanceWealth managementWealth Management and Private Banking
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Obstacle Course - Overcoming the productivity hurdles in the front and back office
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Rupert Neville
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AICultureproductivityTechnologyTrainingWealth Management and Private Banking
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Precision point - Mastering pricing strategies to maximise client value
Expert: Dave Mason, CEO, Solve Facilitator: Mark Elliott
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ClientPerformancePricingProfitabilityStrategyWealth Management and Private Banking
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Second Coming - How should we be preparing for a return of Trump
Expert: James Ashley, Managing Director-Head of International Market Strategy & Head of Strategic Advisory Solutions, GSAM Facilitator: Rupert Phelps
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChinaElectionsInvestmentsTradeTrumpWealth Management and Private Banking
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIGrowthStrategyTechnologyWealth managementWealth Management and Private Banking
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Crafting a more strategic path for Paraplanners to survive
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationManagementParaplanningParaplanning CommunityTechnology
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Cash flowClientIntergenerationalParaplanning CommunityRetirementRisk
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIClient ExperienceCommunicationConsumer DutyParaplanningParaplanning Community
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersCash flowCommunicationDataIntegrated systemsParaplanning Community