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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THE BROADENING SCOPE OF LENDING PRODUCTS FOR HNW CLIENTS
Expert: David Newman, CEO, Firenze Group Facilitator: Sharmil Patwa, Opus Una
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
educationEmerging MarketsHNWItaxTrendsWealth Management and Private Banking
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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