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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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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Pricing Right – Meeting the competition while remaining competitive
Expert: Tony Hanlon, Director and Mehul Kotecha, Partner, Strategy & Transactions - Financial Services, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationCompetitionConsumer DutyM&APricingWealth Management and Private Banking
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Wealth Climbers – The family dynamics at play in the inter-gender wealth transfer
Expert: Peter Neufeld, Partner - Head of Digital Customer Experience, EMEIA, EY joined by Lynn Fay from the FCA Facilitator: Rupert Neville, Independent Consultant
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
advisersClient ExperienceCommunicationIntergenerationalWealth Management and Private BankingWealth Transfer
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Transformation Success - Developing a mindset of continuous change
Expert: Kamal Patel, Head of Change and Technology, SEI Facilitator: Caroline Burkart, Aon
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
CommunicationcostDevelopmentManagementTransformationWealth Management and Private Banking
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Net zero approaches: Can these be converted into meaningful communications?
Facilitator: Ben MacGregor Expert: Thomas Hohne-Sparborth
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
CommunicationConsumer DutyNet ZeroPortfoliosRegulatory IssuessustainableWealth Management and Private Banking
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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
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Growth, people and the future firm. A study of advisory firm insights, based on 2021 research.
Expert: David Jones, Head of UK & Ireland Advisor Group and Vice President and Steven Greenfield, Regional Director & Vice President. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentBusiness ModelCommunicationCultureEmployeeEmployee engagementEmploymentFinancial AdvisoryGrowthHybridHybrid WorkingleadershipManagementMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingResearchTalentTeamThe FutureTrustValuesYour business
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business
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The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients