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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HOW CAN WE COMBAT MARGIN PRESSURES? IS IT TIME TO GO FOR GROWTH?
With increased regulation, rising operational costs and shrinking profit margins, wealth managers are being forced to re-evaluate their internal technology processes and explore new markets for growth to combat margin pressures and capitalise on future market trends.
13 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataCorporate GovernanceCultureData ScienceDigitalEngagementEUEuropeExperienceFintechHNWIManagement InformationOnboardingOnboardingOutsourcingSecuritySocial MediaWealth Management and Private Banking
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
A Meeting of Minds Wealth Management and Private Banking - November 2017
BrandCorporate GovernanceEngagementEUEuropeHNWIJourneyMass AffluentOnboardingOutsourcingReputationalSegementationTrainingUKWealth Management and Private Banking
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What does ESG and sustainability investing mean to the UK investor today?
ESG is becoming an increasingly important issue within the global investment community today. It is having a significant impact on how we invest on behalf of clients and the structuring of capital markets. Will they be empowered to make informed decisions about their Asset Managers approach to ESG?
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBrandCorporate GovernanceCultureEngagementEUFinancial AdvisoryJourneyMIFIDIIReputational
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Where have we got to with closing the advice gap?
According to some recent research from NS&I, 70% of financial advisers are willing to advise people with portfolios of less than £50,000 but 71% of Britons would only consider consulting a financial adviser if they had more than £25,000 to invest. So just what is commercially feasible from your point of view? Do we know at what level people feel they can justify the cost of financial advice?
A Meeting of Minds Advisory Distributors - June 2018
Back OfficeBrandCorporate GovernanceCultureDigitalEmerging MarketsEngagementEquitiesFinancial AdvisoryMacro TrendsManagement InformationReputationalSecuritySocial Media