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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Scenarios for the world economy and markets in 2022 and beyond
Expert: Ian Cunningham, Ninety One. Facilitator: Andrew Mills
17 March 2022A Meeting of Minds Gatekeepers - March 2022
AsiaAssetBankConsumerEmploymentGeopoliticsInflationMonetary policyUK economyWealth Management and Private Banking
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Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business
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POST PANDEMIC INFLATION: ARE YOU PREPARED?
Expert: Benjamin Suess, Investment Solutions, UBS Asset Management and Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAssetCOVIDEconomicFinancial AdvisoryGeopoliticsInflationInvestmentsRegulationUK economy
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BECAUSE GOLD IS FOR MORE THAN WEARING…
Expert: George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors, Facilitator: Caroline Burkart, Aon Client Insight
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AsiaAssetCOVIDEuropeInvestmentsMacro TrendsPrivate BankingUSWealthWealth Management and Private Banking
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GREEN BONDS – HOW TO FIND, MATERIAL, INTENTIONAL, AND TRANSFORMATIONAL IMPACT IN LIQUID MARKETS WHILE AVOIDING GREENWASHING
Expert: Bram Bos, Lead Portfolio Manager, Green Bonds, NN Investment Partners; Facilitator and Jo Goddard, Founder and lead consultant, Green & Good Consulting
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AssetBondsclimate changeEconomicEnvironmentalESGfundgovernanceGreenwashingInvestmentsliquidityPrivate BankingRegulationWealthWealth Management and Private Banking
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MULTI-ASSET APPROACHES TO RISK
Multi-asset approaches to risk
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
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Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
AssetDigitalEmerging MarketsInvestmentsMarket TrendsMindful ofPrivate BankingSocial MediaTechnologyWealth
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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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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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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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Managing risk in a very challenging economic environment
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers North - 8 October 2020