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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Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
AssetDigitalEmerging MarketsInvestmentsMarket TrendsMindful ofPrivate BankingSocial MediaTechnologyWealth
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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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SUSTAINABLE INVESTING: ENOUGH TALKING, START INVESTING
The efficacy and motivation for sustainable investing is beginning to grow amongst global investors, with real and quantifiable financial implications. Once seen a niche segment for ideological investors, the incorporation of sustainable considerations into investment decisions is now becoming a mainstream phenomenon and wealth managers must be well placed to advice their clients.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
AlternativesBehavioursEmerging MarketsHNWIJourneyWealth 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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A look at changing investment preferences. What are the emerging trends?
Areas the delegates were interested in hearing about included; A move to outcome investing, product/solution innovation, how firms are responding to change, active vs passive, emergence of ESG/sustainability and regulatory influence.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBrandEmerging MarketsEngagementExperienceJourneyTrends
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It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
A Meeting of Minds Asset Management - 20 September 2018
AlternativesAsset ManagementBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends
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Residential property as a wealth planning vehicle
Direct property investing is hugely popular in the UK, Whether people buying a home to live in, or as part of a Buy-to-Let portfolio. The average house price in England and Wales has risen by over 300% since 1996.There is £1 trillion housing equity held by the over 65s however, recent changes to taxes, notably increased stamp duty as well as more stringent taxation on property income for Buy-To-Let investments made such investments less attractive for some investors. These changes, coupled with other trends such as online investing, and the emergence of crowdfunding and peer-to-peer lending, has led to a flurry of new players in the market offering “Alternative options to invest in residential property”. While direct property investment is a market most advisers don’t get involved with, there are a lot of new opportunities for investors. Shouldn’t you be helping your clients navigate through this new landscape. Equity Release as a brand has a poor historical reputation due to the way it has been sold and who it has been sold to. But given a lot of wealth is locked up in residential property, how can adviser help clients assess Equity Release as an option for cash flow and financial planning ? What will Brexit mean for UK residential property?
A Meeting of Minds Winning Advisers - October 2018
AdviceEmerging MarketsEngagementFinancial AdvisoryJourneyReal EstateRiskTrends
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The future of pensions
Few prepare for the unexpected but experience shows perhaps we should... Yesterday’s promises are increasingly expensive: the National Insurance Fund is predicted to breach its funding solution by 2032, but reforms have tended to be piecemeal and lacking in a clearly agreed long term objective. Customer experience in current retirement solutions is neither easy nor convenient and does not engage customers or equip them to make informed decisions. From buy outs and longevity, to member options and super funds, we look at how the pension landscape is changing. Technology in the retirement industry lags behind other sectors and the pressure to keep up with ongoing regulatory change has constrained innovation to create more affordable and sustainable solutions. What will pensions and savings policy look like for future generations? Will pensions even exist? “Doing nothing” is no longer an option and eventual collapse is inevitable without major reform.* *(Source: EY report – The future of retirement – A vision for pensions delivery.)
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesAlternativesBehavioursDataEmerging MarketsFinancial AdvisoryTrends
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What next for long term savings?
When advising a client on a long term savings strategy, choosing the right tax wrapper is just as important as choosing the right investment strategy.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesEmerging MarketsExperienceFinancial AdvisoryJourneyReal EstateSegementation
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Where have we got to with closing the advice gap?
According to some recent research from NS&I, 70% of financial advisers are willing to advise people with portfolios of less than £50,000 but 71% of Britons would only consider consulting a financial adviser if they had more than £25,000 to invest. So just what is commercially feasible from your point of view? Do we know at what level people feel they can justify the cost of financial advice?
A Meeting of Minds Advisory Distributors - June 2018
Back OfficeBrandCorporate GovernanceCultureDigitalEmerging MarketsEngagementEquitiesFinancial AdvisoryMacro TrendsManagement InformationReputationalSecuritySocial Media
