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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Open Banking and Open Finance
Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.
24 September 2020WealthTech Matters - The Adviser
APIClient ExperienceInvestmentsMindful ofOpen BankingPension
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How did you get on producing your first value assessment?
How did you get on producing your first value assessment?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementClient ExperienceCOVIDInvestmentsretailvalue
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The consolidators are important players within the financial advisory distribution space
The consolidators are important players within the financial advisory distribution space. What are their ambitions? How do they want to be treated? What is the direction of travel?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AssetCOVIDdistributiondiversityFinancial AdvisoryInvestmentsMarket Trends
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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A thought-provoking look at some of the evolving big investment themes of the future.
A thought-provoking look at some of the evolving big investment themes of the future. Lazards share some of their thinking.
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Artificial IntelligenceClient Data ManagementCOVIDFamilyInvestmentssustainableWealth Management and Private Banking
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MAINTAINING OUR POSITION AS A WORLD LEADER IN INVESTMENT MANAGEMENT
Our expert opened the meeting with the well-known quote ‘lies, damned lies and statistics’ and how they can be misleading and used to bolster weak arguments. According to EFAMA, the European trade association, there is £9.5trn (€11.5trn) in assets under management in Europe.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementESGFintechInvestments
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STEWARDSHIP – THE SAFE INVESTMENT OF CAPITAL TO CREATE SUSTAINABLE VALUE.
Rising economic inequality has caused public trust to decline and that, combined with the huge amount of company data in the public domain, has left companies vulnerable to reputation issues.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEnvironmentalESGGreenwashinginstitutionalInvestmentsMarketingRegulation
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As regulation will soon mean that your relationship managers will need to take into account your clients’ ESG preferences as part of their suitability
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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The fundamentals of quantitative investing
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Understanding the investment implications of the gig economy
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
InvestmentsWealth Management and Private Banking
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Let’s have a look at the next generation investment platforms.
What do we think the end-to-end experience is going to look like?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryFinancial servicesIndependent Financial AdviserInvestment PlatformInvestments
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ESG is now table stakes for most institutional investors
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
InvestmentsWealth Management and Private Banking
