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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Growing Pains - Strategies for growing rather than selling
Expert: Niall Buggy Facilitator: James Howick
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AssetClient ExperienceGrowthInvestmentsStrategyWealth Management and Private Banking
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Wealth Transfer. What are the opportunities, and how can you address them?
Facilitator: Ben MacGregor Expert: Gillian Schofield
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Female clientsFinancial AdvisoryInvestmentsPersonal goalsStrategyWealth TransferWealth Transfer Generation GapYour clients
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As regulation will soon mean that your relationship managers will need to take into account your clients’ ESG preferences as part of their suitability
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
ESGInvestmentsStrategyWealth Management and Private Banking