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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WHAT DOES YOUR PERFECT OUTSOURCING PARTNER LOOK LIKE?
Consolidation and increased regulation continue to elevate the attractiveness of outsourcing as a way to meet operational challenges. However to ensure you capitalise on the financial benefits, finding the perfect outsourcing partner with a strong cultural fit is paramount to a successful long-term relationship.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBack OfficeEuropeGlobalManagement InformationMiddle EastOutsourcingSecurityUKUSWealth Management and Private Banking
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HOW CAN WE COMBAT MARGIN PRESSURES? IS IT TIME TO GO FOR GROWTH?
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.
13 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataCorporate GovernanceCultureData ScienceDigitalEngagementEUEuropeExperienceFintechHNWIManagement InformationOnboardingOnboardingOutsourcingSecuritySocial MediaWealth Management and Private Banking