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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Business Purpose/Brand Authenticity
Business Purpose/Brand Authenticity: Why financial services need to demi
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
COVIDdiversityESGPensionPhilanthropyWealth Management and Private Banking
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Enhancing your value proposition and growing revenues by augmenting client engagement
Even before Covid there were tremendous cost income pressures – we have barely touched the tip of the iceberg of some of the likely influences that will enhance these pressures – Mifid II increased transparency for fees, and we haven’t even seen the full outcome of that yet. As an industry – despite what we say about brand and client service, we have a problem with lack of differentiation – are products innovative? In many cases, they are par for the course. Some firms have been stagnant in terms of organic growth – the response to the Owen James scene-setter survey shows firms are concerned about client acquisition as one of the key focus areas. And now in the Covid world, nothing has fundamentally changed – yes, we have got a little better with some digital engagement with clients, and some implementations have accelerated, but the needs of firms and clients have not changed.
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Back OfficeClient acquisitionClient ExperiencecostCOVIDEngagementproductivityWealth Management and Private Banking
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M&A -The Outlook
MA - The Outlook. A consideration of the opportunities and activity during and following the pandemic
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
costCOVIDPensionProfitabilityTechnologyWealth Management and Private Banking
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Supersonic Digital Masterclass - How did your company fare?
This session gave some perspectives on the impact of recent events on how the wealth management industry are addressing digital challenges based upon the insight on Accenture’s clients’ experiences and a survey of around 50 European and Asian Private Banks and wealth managers. The discussion was split into three areas: 1. Impact of recent events 2. Evolution into this new world – “Post” Covid 3. Potential winning moves to 2025
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
climate changeCOVIDDataDigitalGeopoliticsMarket TrendsWealth Management and Private Banking
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Work, as both a place and an activity, has changed
Work, as both a place and an activity, has changed. What does the future look like? Is it now about the work-life blend rather than balance?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
AuditCOVIDDataMortgagesproductivityWealth Management and Private Banking
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A thought-provoking look at some of the evolving big investment themes of the future.
A thought-provoking look at some of the evolving big investment themes of the future. Lazards share some of their thinking.
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Artificial IntelligenceClient Data ManagementCOVIDFamilyInvestmentssustainableWealth Management and Private Banking
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Few events have exposed such a sharp generational divide as the pandemic
Few events have exposed such a sharp generational divide as the pandemic. How about a look at how the different generations have coped with the crisis and what that might mean for your existing and future clients?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDFamilyMarket TrendsTechnologyWealthWealth Management and Private Banking
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The Future of Advice
The Future of Advice
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
AdvicefeesFinancial adviserFinancial servicesHumanRetirement PlanningvalueWealth Management and Private Banking
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Are you providing “Value For Money” (VFM)?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Demonstrating ValueFCAvalueWealth Management and Private Banking
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As regulation will soon mean that your relationship managers will need to take into account your clients’ ESG preferences as part of their suitability
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Attracting and retaining talent to meet your goals: structuring your approach for growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
CultureEmployeeEmployee engagementEmployees (type of)EmploymentRecruitmentRetentionWealth Management and Private Banking
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Cyber risk is growing, and attacks are on the increase.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
