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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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
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Structural Change - Why it’s not too late to consider value done differently
Expert: Bertrand Cliquet, Portfolio Manager/Analyst, Lazard Asset Management Limited Facilitator: David Barks
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
fundGeopoliticsInflationInterestvalueWealth 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