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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Changes Afoot - How should this sector respond to client concerns?
Expert: Mark McVitie, Senior Consultant, Pagefield Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AssetInvestmentsMarket TrendsParty PoliticsResearchWealth Management and Private Banking
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Permacrisis Point - The Cost of Living is High, But What About The Cost of Uncertainty
Expert: Rob Quartly-Janeiro Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
climate changeFinancial AdvisoryGlobal economyMarket TrendsPortfolios
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Regime Change - A New Set of Rules For Navigating A New Investment Era Winning Advisers
Expert: Alistair Corden-Lloyd, Morgan Stanley Investment Management Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Financial AdvisoryGlobal economyInflationInvestmentsManagementMarket Trends
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UK Retirement: Are Consumers Over Confident?
Expert: Philip May - Director Capital Group Facilitator: Don Wild
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ConsumerGatekeepersInflationInvestmentsMarket TrendsRetirement
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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