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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Clients of the Future. How to be more perceptive and receptive
Expert: Marie-Laure Humbert, Goldman Sachs Asset Management Facilitator: John Chapman: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
ClientFemale clientsFinancial AdvisoryIndependent Financial AdviserTechnologyWealth management
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War on Talent - Recruitment is hard so retaining talent is crucial
Expert: Mark Somers Facilitator: Caroline Burkhart
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
FlexibilityHybridRecruitmentTalentWealth managementWealth Management and Private Banking
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Fair Trade. The opportunities and challenges of M&A for growth in the current market environment
Expert: John Chapman, Catalyst Partners Ltd Facilitator: Roderic Rennison, Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AcquisitionFinancial AdvisoryIndependent Financial AdviserM&AMergerValuationWealth management
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Future Proofing. How to innovate and adapt in a time of rapid change
Expert: William Rouse, Wealth Dynamix. Facilitator: Alison Ebbage
14 June 2022WealthTech Matters The Adviser - June 2022
CultureFintechFuture proofingInnovationLegacy SystemsMindful ofTech futuresTechnologyWealth management
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Future Wealth Management business models and the era of embedded finance
Expert: Emily Jones, KPMG. Facilitator: Shelley Doorey-Williams
14 June 2022WealthTech Matters The Adviser - June 2022
CustomerDigital SolutionsEmbedded financeExperienceMindful ofRelationshipsTechnologyThe FutureWealth management
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Climate change and ESG. How can finance help society address climate change through investment
Expert: Vincent Denoiseux, Head of ETF Research and Solutions, Lyxor ETF, Amundi Group. Facilitator: Justin Hodges
17 March 2022A Meeting of Minds Gatekeepers - March 2022
Client Data Managementclimate changeDataESGPortfoliosRiskWealth managementWealth Management and Private Banking
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Finding a clearer path down the foggy road to normal
Expert: Mike Gitlin, Partner, Capital Group. Facilitator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ClientCommoditiesEmerging MarketsGlobalInflationInterestMeeting of MindsMindful ofWealth managementWealth Management and Private Banking
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Measuring and maximising the true impact of investing
Expert: Jessica Zarzyycki, Nuveen, Facilitator: Paula Pizzala
17 March 2022A Meeting of Minds Gatekeepers - March 2022
DiversificationEnvironmentalESGGlobal economyGreen InvestingSocial Impact InvestingsustainableWealth managementWealth Management and Private Banking
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The sleeping dragon - investing in china during war and peace
Expert: Elliot Hentov PhD, Head of Policy Research, Global Macro, SSGA. Moderator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ChinaDiversificationEconomicGeopoliticsGlobalGlobal economyInflationInvestmentsMeeting of MindsWealth managementWealth Management and Private Banking
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Client Experience: Serving your client right in a digital world
Expert: Eric Tyree, Head of Research and A.I. at Blue Prism. Facilitator: Niall Buggy, Sionic
10 March 2022WealthTech Matters The Client - March 2022
AutomationClientClient ExperienceDigitalisationHybridHybrid WorkingMindful ofTechnologyWealth management
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Digital engagement in wealth management. How can technology deliver a superior relationship between clients and advisors?
Expert: Johnny Beloe, Director of Pre-Sales & WDX1 Product Strategy at Wealth Dynamix
10 March 2022WealthTech Matters The Client - March 2022
Client ExperienceDigitalMindful ofTechnologyWealthWealth management
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceDigital SolutionsDigitalisationMindful ofRegulatory IssuesTechnologyWealthWealth management