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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Specialty Finance - It’s all about the gains
Expert: James Tevenan, Product Strategy Manager, Securitized Product & Asset-based Finance, Schroders Facilitator: Ben MacGregor, Director, Client Development, Savanta
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Fixed IncomeReal EstateRegulationretailUK economyWealth Management and Private Banking
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Wealth Climbers – The family dynamics at play in the inter-gender wealth transfer
Expert: Peter Neufeld, Partner - Head of Digital Customer Experience, EMEIA, EY joined by Lynn Fay from the FCA Facilitator: Rupert Neville, Independent Consultant
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
advisersClient ExperienceCommunicationIntergenerationalWealth Management and Private BankingWealth Transfer
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Work Perks – How far do you need to go to get people into an office?
Expert: Carole Lamond, Chief People Officer at Multrees Investor Services, Multrees Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CultureHybridManagementproductivityRetentionWealth Management and Private Banking
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Informed Decisions – The platforms and services making the biggest impact on wealth managers
Expert: Christian Jedlicka, CSO, Etops Group Facilitator: Gregor Mueller, Independent Consultant
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AIDataPlatform providersRegulationWealth managementWealthTech Matters
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Partnership Potential – innovation without reputational compromise
Expert: Cotyso Bodea, Chief Technology Officer, Everon, and Brice Zanetti, Chief Relationship Officer at Everon Facilitator: Ivan Schouker, Managing Partner at FinArchitects
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AssetInnovationPartnershipreputationWealth managementWealthTech Matters
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Research Driven - How to use Machine Learning and Generative AI to drive investment recommendations at scale
Expert: Dr. Boris Rankov, Head of Product Strategy International (EMEA and APAC), at Investcloud Facilitator: Stephen Wall, Founder at The Wealth Mosaic
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AICommunicationResearchRiskWealth managementWealthTech Matters
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Sustainable Solutions - Responding to evolving client behaviours and values
Expert: Edward Turner, Private Banker, Dreyfus Sons & Co Ltd, Banquiers Facilitator: Simon Minder, Family Office Adviser, M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
ClientESGPrivate BankingSustainable SolutionsWealth TransferWealthTech Matters
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Value Adding – Adapting to the world of enhanced client experience
Expert: Edward Turner, Private Banker at Dreyfus Banquiers Facilitator: Simon Minder, Family Office Advisor at M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
Client ExperienceMetricTechnologyTrustWealth managementWealthTech Matters
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Clouded Vision – Managing the different motivations around cost and complexity
Expert: Dave Mason, Managing Director at Solve Facilitator: Farzana Khalil, Director Consultant at Solve
09 November 2023WealthTech Matters The Business - November 2023
costDevelopmentleadershipproductivityRetentionWealthTech Matters
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Data Cloud – Bridging the data gap
Expert: George Koshy, Product Solutions Manager at SEI and Edward Blake, Chief Technology Officer at Waverton Investment Management Facilitator: Caroline Burkart, Director, Wealth Management Consulting at Alpha FMC
09 November 2023WealthTech Matters The Business - November 2023
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Innovation Tactics - Adapting business models for competitive advantage
Expert: David Ferguson, Chief Executive Officer at Seccl Technology Facilitator: Blaise Cardozo, Director of Sionic
09 November 2023WealthTech Matters The Business - November 2023
Back OfficeCompetitionInnovationIntegrationLegacy SystemsWealthTech Matters
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Looking Ahead - Leveraging digital to drive positive business transformation
Expert: Alessandro Tonchia Head of Strategy at InvestCloud Europe and Asia Facilitator: Brod Whiting, Director of JoyndUp
09 November 2023WealthTech Matters The Business - November 2023