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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Eastern Headwinds. The far-reaching consequences of war in Ukraine
Expert: Tim Ash Facilitator: Richard Clarke
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
ChinaInvestmentsleadershipRussiaUkraineWealth Management and Private Banking
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Attracting and retaining the best candidates in the shadow of the 'Great resignation'
Expert: Nikki Bartlett, EY Facilitator: Roopalee Dave, EY
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CultureleadershipOrganisationRecruitmentTalentValuesWealth Management and Private Banking
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OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS.
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
BrandBusiness ModelClientCommercialcostCOVIDExperienceFCAFinancial adviserFinancial servicesleadershipRegulationremote workingresilienceStrategyWealth Management and Private BankingYour business
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business