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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Round Two - Managing the next set of risks, rules and requirements
Expert: Dr. Anthony Kirby, Partner- Risk and Regulation, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Consumer DutyESGManagementRegulationTrainingWealth Management and Private Banking
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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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Change of Guard - How the direction of British politics will shape wealth management
Expert: Michael Grady, Head of Investment Strategy and Chief Economist, Aviva Investors Facilitator: Niall Buggy
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GeopoliticsGrowthInvestmentsManagementRegulationWealth Management and Private Banking
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Private Markets - Portfolio construction and outlook
Expert: Alex Bozoglou Facilitator: Adam Croutear
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GrowthManagementPortfoliosPrivate MarketProfitabilityWealth Management and Private Banking
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Transformation Success - Developing a mindset of continuous change
Expert: Kamal Patel, Head of Change and Technology, SEI Facilitator: Caroline Burkart, Aon
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
CommunicationcostDevelopmentManagementTransformationWealth 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