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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THE CHANGING PACE OF M&A ACTIVITY
Expert: Dave Mason, MD, Solve Facilitator: Farzana Khalil, Director, Solve
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
Consumer DutyculturalDue DiligenceM&APrivate EquityWealth Management and Private Banking
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THE EVOLVING PRICING MODELS IN A POST-CONSUMER DUTY LANDSCAPE
Expert: Matt Lonsdale, Director, Davies Group Facilitator: Niall Buggy, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AdviceConsumer DutycostM&APricingWealth Management and Private Banking
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A snapshot of M&A activity - As well as the current and future trends in the sector
Expert: Anthony Turner, Corporate M&A Partner, Farrer & Co LLP Facilitator: Sharmil Patwa
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
GeopoliticsInflationM&APricingTechWealth Management and Private Banking
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Pricing Right – Meeting the competition while remaining competitive
Expert: Tony Hanlon, Director and Mehul Kotecha, Partner, Strategy & Transactions - Financial Services, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationCompetitionConsumer DutyM&APricingWealth Management and Private Banking
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Looming Risks For Fixed Income And How To Generate Alpha In An Optimal Risk-Controlled Manner
Expert: Sal Naro, Managing Director, Lazard Asset Management Facilitator: John Chapman, Orion Consultancy
12 October 2021A Meeting of Minds Gatekeepers - October 2021
Financial AdvisoryInflationM&AMacro TrendsWealth Management and Private Banking
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M&A – IDENTIFYING OPPORTUNITIES AND VALUING THEM
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.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Corporate GovernanceM&AReputationalWealth Management and Private Banking