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.
-
Optimising sales effectiveness: How to gather more assets in wealth management
Expert: Alessandro Tonchia Facilitator: Munaz Khan
10 November 2022WealthTech Matters The Business - November 2022
AssetCultureDataRelationshipsWealth managementWealthTech Matters
-
How to give your core allocation an ESG makeover
Expert: Vincent Denoiseux Facilitator: Sianne Haldane
20 October 2022A Meeting of Minds Gatekeepers - October 2022
-
Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology