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 use of private market funds by sophisticated private investors is on the verge of becoming mainstream.
Expert: Nick Rosenblatt, Wealth Management Proposition Leader, Mercer Joined by Adam Harrison, Chief Commercial Officer, Titanbay. Facilitator: Gilly Green, Sionic
18 November 2021A Meeting of Minds Wealth Management and Private Banking - 18 November 2021
Investment PlatformInvestmentsPrivate MarketWealth Management and Private BankingYour businessYour clients
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OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS.
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
BrandBusiness ModelClientCommercialcostCOVIDExperienceFCAFinancial adviserFinancial servicesleadershipRegulationremote workingresilienceStrategyWealth Management and Private BankingYour business
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
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Attracting the right people. How do you create a tribal brand which will attract the right sort of people in the first place?
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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Clear blue water? The convergence of the retail and wealth management sectors.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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M&A – identifying opportunities and valuing them
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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Understanding the characteristics and trends of high growth, global wealth management firms
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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Wealth management in motion. A look at how wealth management C-Suite executives from across EMEA are tackling today’s challenging environment.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business