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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Let’s face it: with so much geopolitical uncertainty, living off invested savings in retirement is risky
Expert: Andy Sutherland, Director, Conduct Culture Ltd Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
Consumer DutyDataGeopoliticsInvestmentsRetirementTechnology
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Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
DataInvestmentsreportingtaxWealth managementWealthTech Matters
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Big Impact - Why successful client lifecycle management is so critical to business success
Expert: David Barks Facilitator: Christine Cirani
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client Data ManagementDataInvestmentsRegulationValuationWealth Management and Private Banking
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Measuring Impact - How to evidence your value to your client
Expert: Ruta Pereira, KPMG Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceDataDemonstrating ValueInvestmentsTechnologyWealthTech Matters
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Taking Back Control. How firms can harness integrated business and investment processes
Expert: Geoff Towers (CEO GPP Group) and Tom Wooders (Group Head of Sales at Titan Wealth Holdings) Facilitator: Sarah Bennett
10 November 2022WealthTech Matters The Business - November 2022
DatagovernanceIntegrationInvestmentsRegulationWealthTech Matters