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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Private Markets - Portfolio construction and outlook
Expert: Alex Bozoglou Facilitator: Adam Croutear
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GrowthManagementPortfoliosPrivate MarketProfitabilityWealth Management and Private Banking
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Back to '82 - is it time to revive some "old skool" strategies
Facilitator: Niall Buggy Expert: Deborah Wardle (Mercer)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
DiversificationFixed IncomePortfoliosPrivate MarketTechnologyWealth Management and Private Banking
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The use of private market funds by sophisticated private investors is on the verge of becoming mainstream.
Expert: Nick Rosenblatt, Wealth Management Proposition Leader, Mercer Joined by Adam Harrison, Chief Commercial Officer, Titanbay. Facilitator: Gilly Green, Sionic
18 November 2021A Meeting of Minds Wealth Management and Private Banking - 18 November 2021
Investment PlatformInvestmentsPrivate MarketWealth Management and Private BankingYour businessYour clients