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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ESG: THE MOMENTUM IS THERE – WE NOW NEED SOME STANDARDISED METRICS TO MEASURE PERFORMANCE
ESG has become mainstream, and its popularity is only going to grow. Although techniques for assessing asset managers’ ESG performance are becoming increasingly sophisticated, there is no commonly agreed method of applying them.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementClient acquisitionclimate changeEngagementEnvironmentalESGGreenwashingMacro TrendsPropositionRegulationReputationalsustainableTrends
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THE FUTURE OF INVESTMENT ADVICE
The future of investment advice remains a subject of continued debate following the ever increasing utilisation of digital automation by financial institutions. Ultimately, firms must adopt a balanced service model, determining exactly which elements of the proposition to automate in conjunction with the human element of personal advice and overcome hurdles in terms of legacy IT systems.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingReputationalSegementationTrendsWealth Management and Private Banking
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THE TICKING “RES NON DOM” TIME BOMB
The new non-domicile rules are now in force and take retroactive effect from April 2017. The latest sets of provisions for non-dom clients are complex. With fears of deterring global investors and an imminent brain drain it is crucial that wealth advisers are ensuring that clients are fully aware of the impact of this legislation and how to ensure they are compliant.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AlternativesEmerging MarketsInvestmentsReputationalTrendsWealth Management and Private Banking
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HOW TO GO ABOUT PUTTING BRAND VALUES INTO PRACTICE?
True differentiation can be a challenge for organisations so defining and communicating brand values is omnipotent. Yet identifying these values and ensuring they permeate the organisation can be challenging. It is essential that leadership teams demonstrate clear brand values and ensure these are embedded into the culture of the firm to enhance customer loyalty in a challenging market place.
A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechManagement InformationReputationalRiskSegementationSocial MediaTrendsUKWealth Management and Private Banking
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Intergenerational Wealth Planning
Many reasons such as DB transfers, property and longer life expectancy, mean that £5.5 trillion* will move hands in the UK between now and 2055. Savvy advisers need to start thinking today about how this shift in assets will affect their clients and their bottom line.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBehavioursEngagementEquitiesExperienceFinancial AdvisoryReputationalTrends
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It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
A Meeting of Minds Asset Management - 20 September 2018
AlternativesAsset ManagementBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends