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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NAVIGATING THE PRIVATE MARKETS LANDSCAPE: ENHANCING WEALTH MANAGERS' EXPERTISE
Expert: Michael Butler, Senior Director of Investment Alternatives, Mercer Facilitator: David Barks, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
DigitalliquidityPortfoliosPrivate MarketWealth managementWealth Management and Private Banking
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THE FUTURE OF ENERGY AND ITS IMPACT ON WEALTH MANAGEMENT
Expert: Mark Lacey, Head of Global Thematic Equities, Schroders Facilitator: Sharmil Patwa, Opus Una
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AIDataenergySecurityWealth managementWealth 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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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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AI Captain - Preparing for the big new wave of business disruption
Expert: Ian McKenna, Chief Information Security Officer, Iress Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AIDatafundproductivityWealth managementWealth Management and Private Banking
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Future of Advice - The organisational changes shaping modern workplaces
Expert: Sean Hegarty, Europe Managing Director, Vanguard Facilitator: Georgia Stewart, CEO of Tumelo
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AIOrganisationPortfoliosRegulationWealth managementWealth Management and Private Banking
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Regulation Saturation - How to navigate the short, medium and longer-term landscape
Expert: Jessica Reed, Farrer & Co Facilitator: Mark Spiers, Bovill
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Consumer DutyESGPrivate BankingRegulationWealth managementWealth Management and Private Banking
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The Future of Work - Organisational changes shaping modern workplaces
Expert: Chris Davis, Workforce Advisory Senior Manager, EY Facilitator: Caroline Burkart, Aon
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
COVIDExperienceOrganisationThe FutureWealth managementWealth Management and Private Banking
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War on Talent - Recruitment is hard so retaining talent is crucial
Expert: Mark Somers Facilitator: Caroline Burkhart
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
FlexibilityHybridRecruitmentTalentWealth managementWealth Management and Private Banking
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Climate change and ESG. How can finance help society address climate change through investment
Expert: Vincent Denoiseux, Head of ETF Research and Solutions, Lyxor ETF, Amundi Group. Facilitator: Justin Hodges
17 March 2022A Meeting of Minds Gatekeepers - March 2022
Client Data Managementclimate changeDataESGPortfoliosRiskWealth managementWealth Management and Private Banking
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Finding a clearer path down the foggy road to normal
Expert: Mike Gitlin, Partner, Capital Group. Facilitator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ClientCommoditiesEmerging MarketsGlobalInflationInterestMeeting of MindsMindful ofWealth managementWealth Management and Private Banking
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Measuring and maximising the true impact of investing
Expert: Jessica Zarzyycki, Nuveen, Facilitator: Paula Pizzala
17 March 2022A Meeting of Minds Gatekeepers - March 2022
DiversificationEnvironmentalESGGlobal economyGreen InvestingSocial Impact InvestingsustainableWealth managementWealth Management and Private Banking