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