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.
-
Informed Decisions – The platforms and services making the biggest impact on wealth managers
Expert: Christian Jedlicka, CSO, Etops Group Facilitator: Gregor Mueller, Independent Consultant
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AIDataPlatform providersRegulationWealth managementWealthTech Matters
-
Meeting Expectations – How technology can help with regulatory requirements
Expert: Chris Jones, Proposition Director at Dynamic Planner Facilitator: Stephen Wall, Founder of The Wealth Mosaic
09 November 2023WealthTech Matters The Business - November 2023
CommunicationConsumer DutyDataRegulationTechnologyWealthTech Matters
-
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
-
On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023WealthTech Matters The Client - March 2023
DatagenerationalIntergenerationalnotificationsRegulationWealthTech Matters
-
Taking Back Control. How firms can harness integrated business and investment processes
Expert: Geoff Towers (CEO GPP Group) and Tom Wooders (Group Head of Sales at Titan Wealth Holdings) Facilitator: Sarah Bennett
10 November 2022WealthTech Matters The Business - November 2022
DatagovernanceIntegrationInvestmentsRegulationWealthTech Matters
-
ESG and Sustainability in fixed income: Why tailoring to each fixed income sector is critical
Facilitator: Sam Shaw, independent consultant Expert: Paul Skinner, investment director – sustainable fixed income at Wellington
20 October 2022A Meeting of Minds Gatekeepers - October 2022
DataEquitiesESGGatekeepersRegulationsustainable
-
Data should be your rocket fuel, why isn't it?
Facilitator: Martyn Laverick Expert: Barry Neilson
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIConsumer DutyDataFinancial AdvisoryPlatform providersRegulationTech
-
Digital Dynamics. Creating a holistic online relationship with your clients
Expert: Ákos Szalay, Dorsum, supported by Renata and Greg. Facilitator: Paul Miles, Silverback Consultancy
14 June 2022WealthTech Matters The Adviser - June 2022
DataDigital platformDigital SolutionsEngagementMindful ofRegulationRelationshipsTechnology
-
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