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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How can wealth managers convert interactions into client engagement to drive real value in the relationship?
How can wealth managers convert interactions into client engagement to drive real value in the relationship?
11 March 2021WealthTech Matters - The Client - 11 March 2021
ClientCommunicationCOVIDDigital platformDigitalisationMindful ofWealth
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Operational resilience – it’s all about your clients.
Operational resilience – it’s all about your clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
Back OfficeCOVIDCustomerEmployees (type of)Front OfficeManagement InformationMindful ofresilienceRisk
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Future of Advice - Beneath and Beyond
Future of Advice - Beneath and Beyond
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
ClientCOVIDCustomerFinancial AdvisoryFinancial servicesTechnology
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How did you get on producing your first value assessment?
How did you get on producing your first value assessment?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementClient ExperienceCOVIDInvestmentsretailvalue
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How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AdviceClients (type of)COVIDDigital platformFinancial AdvisoryLegal advice
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Intergenerational Wealth
Intergenerational Wealth - Many advisers recognised that the opportunity doesn't come without challenges but has the pandemic promoted further considerations?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Leading from the front - Staying resilient in a volatile world
Leading from the front - Staying resilient in a volatile world
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Leading in the new normal: Work as both a place and an activity, has changed. What does the future look like?
Leading in the new normal: Work as both a place and an activity, has changed. What does the future look like?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
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On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market uphea
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market upheaval so did you provide value for money? Both the FCA and your clients want to know.
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficecostCOVIDDigitalEngagementFinancial AdvisoryTechnology
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The consolidators are important players within the financial advisory distribution space
The consolidators are important players within the financial advisory distribution space. What are their ambitions? How do they want to be treated? What is the direction of travel?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AssetCOVIDdistributiondiversityFinancial AdvisoryInvestmentsMarket Trends
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Business Purpose/Brand Authenticity
Business Purpose/Brand Authenticity: Why financial services need to demi
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
COVIDdiversityESGPensionPhilanthropyWealth Management and Private Banking