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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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