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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Designing a data strategy to power growth and increase productivity
Facilitator: Karl Cranswick, Solve Expert: Kamal Patel and Ata Dogramaci, SEI
28 November 2024WealthTech Matters The Business - November 2024
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EXPANDING THE CLIENT BASE WITH INNOVATIVE THINKING
Expert: Ian Woodhouse, Multrees Facilitator: Rupert Phelps
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
ClientGrowthLegacy ProductsPrivate EquityStrategyWealth Management and Private Banking
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Safe Haven – Harvesting the digital assets opportunity
Expert and Facilitator: Ivan Schouker
07 November 2024WealthTech Matters Switzerland - November 2024
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Assessing the global landscape for markets caused by uncertainty and shifting politics
Expert: Randeep Somel, Deputy Fund Manager, M&G Facilitator: Rupert Phelps
17 October 2024A Meeting of Minds Gatekeepers - October 2024
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The Potential For Growing Your Business Intelligently
Expert: Duncan McKillop, Director of Corporate Development, Fidelius Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryGrowthInvestmentsPartnershipproductivityRelationships
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIGrowthStrategyTechnologyWealth managementWealth Management and Private Banking
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Artificial Promise - The Potential for Growing Your Business Intelligently
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Lappin, Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
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Attractive Qualities - Considerations for Growth Versus Sale
Expert: Mark Lyons, Investment Director, Puma Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdvisorsClient ExperienceFinancial AdvisoryGrowthMarketingTechnology
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Automate to elevate – how to scale whilst lowering operating costs and heightening customer experience
Expert: Nigel Armstrong, Head of Wealth and Asset Management Solutions at SS&C Blue Prism Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024WealthTech Matters The Client - March 2024
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PE Lesson - Growth and integration tips from the US
Expert: Vincent Tiseo, Head of Business Strategy and Marie-Laure Humbert, Senior Strategist, GSAM Strategic Advisory Solutions Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Decarbonisation - A structural growth opportunity of a lifetime
Expert: Graeme Baker, Portfolio Manager, Ninety One Facilitator: Darshita Gillies, CEO & Founder, Maanch
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
financeGrowthMarketingResearchTechnologyWealth Management and Private Banking
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Japan Rediscovered – The fundamental and current changes
Expert: June-Yon Kim, Head of Japanese Equities at Lazard Asset Management Facilitator: Rupert Neville, Project Director
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Global economyGrowthInvestmentsJapanvalueWealth Management and Private Banking