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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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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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
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Enhancing productivity is a key focus for wealth management and an important part of that will be ensuring that your front office has all client data
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
BehavioursEngagementStrategyWealth Management and Private Banking
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FCA enforcement actions. Are there lessons to be learned from the FCA’s approach?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
