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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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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Round Two - Managing the next set of risks, rules and requirements
Expert: Dr. Anthony Kirby, Partner- Risk and Regulation, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Consumer DutyESGManagementRegulationTrainingWealth Management and Private Banking
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Are you doing your (Consumer) duty? An opportunity to check you have all bases covered
Expert: Mike Harrison, Practice Lead, Insurance and Lending, Bovill Facilitator: Mark Spiers, Partner, Bovill
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
Consumer DutyCustomerMortgagemortgageoutcomessenior managers
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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client ExperienceConsumer DutyCustomerGoals-based planningWealth Management and Private Banking
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Regulation Saturation - How to navigate the short, medium and longer-term landscape
Expert: Jessica Reed, Farrer & Co Facilitator: Mark Spiers, Bovill
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Consumer DutyESGPrivate BankingRegulationWealth managementWealth Management and Private Banking
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Branching Out. What will the future of advice look like?
Expert: Sonya Keshvara, Alpha Financial Markets Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceAIConsumer DutyFinancial AdvisoryTechnologyThe Future
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Call of Duty. How is the Consumer Duty working for you?
Expert: Ellie Brown, Door Facilitator: Leigh Fisher, Door
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
Consumer DutyDataFCAFinancial AdvisoryVulnerable client
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Fine-tuning. Finding efficiencies without reducing quality
Expert: Chris Davies, Model Office Facilitator: Kathy Ellison, Savanta
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
ClientConsumer DutyEmerging MarketsFinancial AdvisoryTechnology
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On Point. What does a good CRP look like?
Expert: Blaise Cardozo, Sionic Facilitator: Caroline Duff, Ammonite
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
Client ExperienceConsumer DutyDataFCAFinancial Advisory
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement
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Competitive Streak - Turning the Consumer Duty Into Opportunities
Expert: Tom Hawkins, Charles Stanley Facilitator: Ben Wright, Change Squared
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsClient ExperienceConsumer DutyFCAFinancial AdvisoryResearch
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Strategies for Growth - Should I Stay or Should I Grow Now?
Expert: Lucy Grier, Benchmark Capital Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsConsumer DutyFCAFinancial AdvisoryGrowthIndependent Financial Adviser