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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Big tech. How and where it can add value back into the sector
Expert: Andrew Back, Multrees. Moderator: Ben Wright
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCentralised investment propositionsClientClient ExperienceFinancial adviserFinancial AdvisoryIndependent Financial AdviserRegulatorsTechnology
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Navigating an interest rate and inflationary environment with economic franchises
Expert: Bertrand Cliquet, Lazard. Facilitator: Don Wild, Wild Ochre Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCIPClientFinancial adviserFinancial AdvisoryIndependent Financial AdviserInflationInvestmentsPortfolios
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Having confidence in achieving your goals and best practice running a centralised investment proposition
Expert: William Marshall: Partner and Head of Wealth Investment and Jon Roberts, Head of Compliance Delivery, threesixty services, Facilitator: John Chapman, Orion Consultancy
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdviceAdvisory investment servicesBusiness developmentBusiness ModelCentralised investment propositionsClientcostFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserOnboardingRegulatorsWinning AdvisersYour business