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.
As the M&A activity in the wealth management industry increases and with more buyers than sellers, valuations in the current M&A wealth management industry are close to industry highs. It is imperative that the industry are exploring and capitalising on the opportunities available, particularly in the Fintech arena.
This session looked at the key deal considerations and the sort of values firms are achieving.