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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Alternative investments - New solutions to access the private market opportunity
Expert: Oliver Wiedemeijer, Managing Director, Client Relationship Management, Brookfield Oaktree Wealth Solutions Facilitator: David Barks, Savanta
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
Digital platformeducationInvestmentsOpportunitiesPrivate MarketWealth 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