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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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
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Faster, lower cost, just as accurate – how ETFs are set to transform wealth management
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
InvestmentsWealth Management and Private Banking
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VALUE IN EMERGING MARKETS?
Investors are questioning both value investing and emerging markets. Why are they so negative? Is there any future in these areas?
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Emerging MarketsInvestmentsWealth Management and Private Banking
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THE TICKING “RES NON DOM” TIME BOMB
The new non-domicile rules are now in force and take retroactive effect from April 2017. The latest sets of provisions for non-dom clients are complex. With fears of deterring global investors and an imminent brain drain it is crucial that wealth advisers are ensuring that clients are fully aware of the impact of this legislation and how to ensure they are compliant.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AlternativesEmerging MarketsInvestmentsReputationalTrendsWealth Management and Private Banking
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Blade Runner- Future Business Models in Asset Management
Main concerns for D2C clients right now include the potential for a stock market crash, DB transfers and the impact of regulation and tech.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBusiness ModelEngagementExperienceFintechFront OfficeInvestmentsJourneyManagement InformationOnboardingRiskSegementationTechnologyTrends
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Business models of the future
An insight into what the regulators are thinking about and commercial considerations.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursCommoditiesEngagementEquitiesExperienceInvestmentsJourneyRiskTrends
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Environmental, social and governance (ESG) is now viewed as table stakes within certain investment quarters
ESG is seen as core to the way today's responsible businesses operate. What is responsible investing, and do we continue or start?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
ESGInvestmentsRetail Financial Services
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Faster, lower cost, just as accurate – how ETF's are set to transform wealth management
There has been tremendous growth in ETF products over the last 15 years. With the increasing complexity and range of ETFs there has been increased take-up by investors of all kinds.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementETFETF'sETFsInvestmentsliquidityPensionretail
