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.
-
Digital human - how to clear your tech debt
Moderator: Carline Burkart, AON Expert: Andrew Back, Multrees
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
costDigitalDigital SignaturesInvestmentsTechTechnologyWealth Management and Private Banking
-
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
-
M&A -The Outlook
MA - The Outlook. A consideration of the opportunities and activity during and following the pandemic
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
costCOVIDPensionProfitabilityTechnologyWealth Management and Private Banking
-
Few events have exposed such a sharp generational divide as the pandemic
Few events have exposed such a sharp generational divide as the pandemic. How about a look at how the different generations have coped with the crisis and what that might mean for your existing and future clients?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDFamilyMarket TrendsTechnologyWealthWealth Management and Private Banking
-
Cyber risk is growing, and attacks are on the increase.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
-
The secret to harnessing both client focus and client centricity for retention and growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Client Data ManagementCustomerOnboardingTechnologyWealth Management and Private Banking
-
The State of the Nation: what is ‘really’ going on in wealth management and advisory firms, and how can technology help increase profitability?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdviceAdvisorsBehavioursClientEngagementJourneyTechnologyWealth Management and Private Banking
-
According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
-
IF IT AIN’T BROKE, IT CAN PROBABLY STILL BE FIXED. INNOVATION IN WEALTH: IS IT MORE IMPORTANT TO EMBRACE NEW TECHNOLOGIES OR IMPROVE EXISTING PROCESSE
Technology is clearly opening up vast opportunities for wealth managers and private banks globally, helping to drive economies of scale, business efficiencies and honing the client experience. However the success of all of this is still dependent on a critical factor – the people both within the firm, and those of the technology provider, and the role they play, successful or otherwise, in using to technology to innovate and grow the business. The technology alone cannot achieve end goals without the right people to support its use.
A Meeting of Minds Wealth Management & Private Banking - June 2018
CultureDigitalEmployeeTechnologyWealth Management and Private Banking