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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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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Private Markets - Portfolio construction and outlook
Expert: Alex Bozoglou Facilitator: Adam Croutear
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GrowthManagementPortfoliosPrivate MarketProfitabilityWealth Management and Private Banking
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M&A -The Outlook
MA - The Outlook. A consideration of the opportunities and activity during and following the pandemic
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
costCOVIDPensionProfitabilityTechnologyWealth Management and Private Banking