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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Handling market data - The opportunities and challenges
Expert: Preya Patel, Head of Data, Financial Software Ltd Facilitator: Matt Lonsdale, Davies Group
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChallengesDataMarket TrendsOpportunitiesTransparencyWealth Management and Private Banking
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Change of perspective: The opportunities that arise from more positive solutions
Facilitator: Niall Buggy Expert: Lucy Acton
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
diversityESGOpportunitiesSimplifySustainable SolutionsWealth Management and Private Banking
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Navigating client expectations about climate investing
Moderator: Philip Biber, Sionic Expert: Rick Lacaille, State Street
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
Green InvestingImpact investingNet ZeroOpportunitiesPortfoliosTransition financeWealth Management and Private Banking