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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Net Zero: Targets are set but how do you implement them in your portfolio?
Moderator: David Barks, Savanta Expert: Tim Smith, Lazard
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CommunicationFiduciaryGreenwashingMetricNet ZeroRegulationWealth 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 INVESTING: ALIGNING ESG STRATEGIES WITH THE PARIS AGREEMENT
Expert: Matthieu Mouly, Chief Client Officer, Lyxor Asset Management International and Facilitator: Ralph Jackson, Partner & Director, Lansons
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
climate changeCOP26EnvironmentalESGgovernanceInvestmentsRegulationsustainableWealth Management and Private Banking
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GREEN BONDS – HOW TO FIND, MATERIAL, INTENTIONAL, AND TRANSFORMATIONAL IMPACT IN LIQUID MARKETS WHILE AVOIDING GREENWASHING
Expert: Bram Bos, Lead Portfolio Manager, Green Bonds, NN Investment Partners; Facilitator and Jo Goddard, Founder and lead consultant, Green & Good Consulting
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AssetBondsclimate changeEconomicEnvironmentalESGfundgovernanceGreenwashingInvestmentsliquidityPrivate BankingRegulationWealthWealth Management and Private Banking
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NAVIGATING A PATH TO NET ZERO - PRACTICAL CONSIDERATIONS FOR MEETING YOUR CLIENT COMMITMENTS
Expert: Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington and Facilitator: Mandy Kirby, City Hive Network
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Clientclimate changeCOP26EngagementEnvironmentalESGgovernanceInvestmentsPrivate BankingRegulationsustainableWealthWealth Management and Private Banking
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OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS.
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
BrandBusiness ModelClientCommercialcostCOVIDExperienceFCAFinancial adviserFinancial servicesleadershipRegulationremote workingresilienceStrategyWealth Management and Private BankingYour business
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VULNERABLE CLIENTS…IS THE CURRENT GUIDANCE FROM THE FCA ENOUGH?
Experts: Jessica Reed, Richard McDermott, Charlotte Fraser, Partners from Farrer & Co 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
AdviceClientCommunicationcomplianceEngagementFCAJourneyRegulationTrainingVulnerableVulnerable clientWealth Management and Private Banking
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FCA enforcement actions. Are there lessons to be learned from the FCA’s approach?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
FCARegulationWealth Management and Private Banking
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MIFID II SM & CR
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
RegulationWealth Management and Private Banking