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.
-
How businesses need to prepare for the clients of the future – session 1
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
complianceLegacy SystemsRelationshipsStrategyWealth TransferWealthTech Matters
-
How businesses need to prepare for the clients of the future – session 2
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
generationalGoals-based planningRegulationWealth managementWealth TransferWealthTech Matters
-
Sustainable Solutions - Responding to evolving client behaviours and values
Expert: Edward Turner, Private Banker, Dreyfus Sons & Co Ltd, Banquiers Facilitator: Simon Minder, Family Office Adviser, M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
ClientESGPrivate BankingSustainable SolutionsWealth TransferWealthTech Matters