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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Balancing human touch with technological innovation
Facilitator: Sharmil Patwa, Opus Una Expert: Tim Papandreou, ETA Advisors
28 November 2024WealthTech Matters The Business - November 2024
AICustomerRelationshipsTechnologyWealth managementWealthTech Matters
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Closing the reality gap in wealth management client onboarding
Facilitator: Brian Hill, Melo Expert: Eva Adravetz-Kadocsa, Dorsum
28 November 2024WealthTech Matters The Business - November 2024
ClientDigitalisationOnboardingTechnologyWealth managementWealthTech Matters
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How businesses need to prepare for the clients of the future – session 2
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
generationalGoals-based planningRegulationWealth managementWealth TransferWealthTech Matters
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NAVIGATING THE PRIVATE MARKETS LANDSCAPE: ENHANCING WEALTH MANAGERS' EXPERTISE
Expert: Michael Butler, Senior Director of Investment Alternatives, Mercer Facilitator: David Barks, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
DigitalliquidityPortfoliosPrivate MarketWealth managementWealth Management and Private Banking
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THE FUTURE OF ENERGY AND ITS IMPACT ON WEALTH MANAGEMENT
Expert: Mark Lacey, Head of Global Thematic Equities, Schroders Facilitator: Sharmil Patwa, Opus Una
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AIDataenergySecurityWealth managementWealth Management and Private Banking
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THE POTENTIAL OF EVOLVING CHANNELS TO MARKET SESSION 1
Expert and facilitator: Tony Crane, Crane Consulting
24 October 2024Mortgage Meeting of Minds - October 2024
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Unlocking housing wealth to meet retirement goals - an untapped opportunity?
Expert: Chris Smyth, Equity Release Partnership Development Manager, LV= Facilitator: Tony Crane, Consultant
25 September 2024Retirement Matters - September 2024
CommunicationeducationEquity releaseInterestRetirementWealth management
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Change Request - Cultivating a culture of innovation and adaptation
Expert: Eric Sharrad, Senior Recruitment Consultant, Pavilion Recruitment Facilitator: Karl Cranswick, Solve
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationCultureInnovationTrainingWealth managementWealthTech Matters
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Elevate Your Business - How to attract, serve, and retain the HNW investor
Expert: Vincent Tiseo, Head of Business Strategy, GSAM Strategic Advisory Solutions Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ClientCommunicationFinancial AdvisoryInvestmentsTrainingWealth management
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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AdvisorsCommunicationgenerationalInheritanceWealth managementWealth Management and Private Banking
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIGrowthStrategyTechnologyWealth managementWealth Management and Private Banking
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Attractive Behaviours - The changing needs and expectations of investors
Expert: Elemi Ategolo, Managing Partner, Consult Venture Partners Facilitator: Darshita Gillies, CEO & Founder, Maanch
14 March 2024A Meeting of Minds Gatekeepers - March 2024
AIbenchmarkClientGatekeepersSocial MediaWealth management