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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AI Captain - Preparing for the big new wave of business disruption
Expert: Ian McKenna, Chief Information Security Officer, Iress Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AIDatafundproductivityWealth managementWealth Management and Private Banking
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Here to Serve - How to be all things to all people
Expert: William Rouse, UK Client Success and Sales Director, Avaloq Facilitator: Gilly Green (FoxRed Insight)
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationDatadiversityFinancial servicesTechnologyWealth Management and Private Banking
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Looking Ahead – Harnessing the power of data to drive personalised investor recommendations
Expert: Christine Ciriani, CEO, InvestCloud Facilitator: Michael Lawrence, Principal Consultant, Bovil
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
ClientCommunicationDataIntegrationTrainingWealth Management and Private Banking
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Big Impact - Why successful client lifecycle management is so critical to business success
Expert: David Barks Facilitator: Christine Cirani
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client Data ManagementDataInvestmentsRegulationValuationWealth Management and Private Banking
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Strategies for growing: Balancing business pressure with navigating uncertain times
Facilitator: Chris Shaw Expert: Mark Trousdale
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
automateDataGrowthMarket Trendson-boardingWealth Management and Private Banking
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Where's the S in ESG? Addressing the overlooked pillar in sustainability
Expert: Richard Saldanha and Vaidehee Sachdev, Aviva Moderator: David Barks, Savanta
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
ConsumerCOVIDDataRegulationSocialsustainableWealth Management and Private Banking
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Climate change and ESG. How can finance help society address climate change through investment
Expert: Vincent Denoiseux, Head of ETF Research and Solutions, Lyxor ETF, Amundi Group. Facilitator: Justin Hodges
17 March 2022A Meeting of Minds Gatekeepers - March 2022
Client Data Managementclimate changeDataESGPortfoliosRiskWealth managementWealth Management and Private Banking
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Supersonic Digital Masterclass - How did your company fare?
This session gave some perspectives on the impact of recent events on how the wealth management industry are addressing digital challenges based upon the insight on Accenture’s clients’ experiences and a survey of around 50 European and Asian Private Banks and wealth managers. The discussion was split into three areas: 1. Impact of recent events 2. Evolution into this new world – “Post” Covid 3. Potential winning moves to 2025
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
climate changeCOVIDDataDigitalGeopoliticsMarket TrendsWealth Management and Private Banking
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Work, as both a place and an activity, has changed
Work, as both a place and an activity, has changed. What does the future look like? Is it now about the work-life blend rather than balance?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
AuditCOVIDDataMortgagesproductivityWealth Management and Private Banking
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WHAT WOULD YOU DO WITH AN EXTRA HOUR?
Are you reducing operating costs and headcount or are you using this freed up time to go for growth? Are you measuring the progress? The goal of the session is to encourage you to sit back and question how your business is being affected and indeed whether the effect should be greater.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Back OfficeDataWealth Management and Private Banking