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.
-
Specialty Finance - It’s all about the gains
Expert: James Tevenan, Product Strategy Manager, Securitized Product & Asset-based Finance, Schroders Facilitator: Ben MacGregor, Director, Client Development, Savanta
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Fixed IncomeReal EstateRegulationretailUK economyWealth Management and Private Banking
-
M&A Vs. organic growth. Is creating value and putting the client first mantra or myth?
Moderator: Richard Clarke, Hannam & Partners Expert: John Chapman, Catalyst Partners
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
compliancePricingPrivate EquityRelationshipsretailValuationWealth Management and Private Banking