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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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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BECAUSE GOLD IS FOR MORE THAN WEARING…
Expert: George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors, Facilitator: Caroline Burkart, Aon Client Insight
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AsiaAssetCOVIDEuropeInvestmentsMacro TrendsPrivate BankingUSWealthWealth Management and Private Banking
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GREEN BONDS – HOW TO FIND, MATERIAL, INTENTIONAL, AND TRANSFORMATIONAL IMPACT IN LIQUID MARKETS WHILE AVOIDING GREENWASHING
Expert: Bram Bos, Lead Portfolio Manager, Green Bonds, NN Investment Partners; Facilitator and Jo Goddard, Founder and lead consultant, Green & Good Consulting
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AssetBondsclimate changeEconomicEnvironmentalESGfundgovernanceGreenwashingInvestmentsliquidityPrivate BankingRegulationWealthWealth Management and Private Banking
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Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
AssetDigitalEmerging MarketsInvestmentsMarket TrendsMindful ofPrivate BankingSocial MediaTechnologyWealth