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 snapshot of M&A activity - As well as the current and future trends in the sector
Expert: Anthony Turner, Corporate M&A Partner, Farrer & Co LLP Facilitator: Sharmil Patwa
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
GeopoliticsInflationM&APricingTechWealth Management and Private Banking
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Investor Expectations - Theory versus reality
Expert: Paulo Costa, Senior Behavioural Economist, Vanguard Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
DigitalInvestmentsResearchroboTechWealth Management and Private Banking
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Skills Gap – Strategies for finding and retaining new talent
Expert: Anne Hammond, HR Director, SEI Investments (Europe) Ltd Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Davies Group
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CompetitionCultureRecruitmentRetentionTechWealth 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