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.
Expert: Daniel, Head of Customer, Seccl Technology Facilitator: Philip Biber, Sionic
17 June 2021WealthTech Matters The Adviser 17 June 2021
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
Operational resilience – it’s all about your clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
Managing change is the most common thread amongst senior management, and business resilience is ultimately linked to the personal resilience of you, the business leader.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
As leaders, it is difficult to maintain equilibrium in a world of exponential change. As well as significant changing megatrends, such as globalisation, artificial intelligence, and changing socio-economic trends, leaders are also pressured by the daily demands on their own time. Overall, staying resilient can be very challenging. This session provided an open forum in which business leaders could discuss their experiences of combatting business change, passing on lessons and discussing how best to future proof their businesses.