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.
While MIFID II is looming at the start of 2018, there is still a lot of uncertainty as to what is required. Key areas of concern are evidencing the cost breakdown of transactions, demonstrating suitability, reporting transactions and product governance.
With increased regulation, rising operational costs and shrinking profit margins, wealth managers are being forced to re-evaluate their internal technology processes and explore new markets for growth to combat margin pressures and capitalise on future market trends.
Artificial IntelligenceBehavioursBig DataCorporate GovernanceCultureData ScienceDigitalEngagementEUEuropeExperienceFintechHNWIManagement InformationOnboardingOnboardingOutsourcingSecuritySocial MediaWealth Management and Private Banking
AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
Now GDPR is here, it is essential to ensure you fully understand the legal and policy criteria and ensure that your business, IT and marketing processes are fully compliant.
ESG is becoming an increasingly important issue within the global investment community today. It is having a significant impact on how we invest on behalf of clients and the structuring of capital markets. Will they be empowered to make informed decisions about their Asset Managers approach to ESG?