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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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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Informed Decisions – The platforms and services making the biggest impact on wealth managers
Expert: Christian Jedlicka, CSO, Etops Group Facilitator: Gregor Mueller, Independent Consultant
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AIDataPlatform providersRegulationWealth managementWealthTech Matters
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Future of Advice - The organisational changes shaping modern workplaces
Expert: Sean Hegarty, Europe Managing Director, Vanguard Facilitator: Georgia Stewart, CEO of Tumelo
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AIOrganisationPortfoliosRegulationWealth managementWealth Management and Private Banking
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Regulation Saturation - How to navigate the short, medium and longer-term landscape
Expert: Jessica Reed, Farrer & Co Facilitator: Mark Spiers, Bovill
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Consumer DutyESGPrivate BankingRegulationWealth managementWealth Management and Private Banking