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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Change of Guard - How the direction of British politics will shape wealth management
Expert: Michael Grady, Head of Investment Strategy and Chief Economist, Aviva Investors Facilitator: Niall Buggy
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GeopoliticsGrowthInvestmentsManagementRegulationWealth Management and Private Banking
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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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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