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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Work Perks – How far do you need to go to get people into an office?
Expert: Carole Lamond, Chief People Officer at Multrees Investor Services, Multrees Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CultureHybridManagementproductivityRetentionWealth Management and Private Banking
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War on Talent - Recruitment is hard so retaining talent is crucial
Expert: Mark Somers Facilitator: Caroline Burkhart
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
FlexibilityHybridRecruitmentTalentWealth managementWealth Management and Private Banking
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People pleasing. Creating a successful and inclusive culture in a hybrid workplace
Moderator: Roopalee Dave, EY Expert: Mark Somers, Somers Partnership
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
BoundariesClient-facingCultureDEIHybridManagementWealth Management and Private Banking
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business