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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Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
educationRegulatory IssuesRetirementRetirementRiskTraining
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Could Open Finance help you match your customers to the right mortgage?
Expert: Jinesh Vohra, CEO, Sprive Facilitator: Kevin Mountford, Co-founder, Raisin UK
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
AIMortgageMortgagesOpen BankingRegulatory IssuesTechnology
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Regime Change - A new set of rules for navigating a new investment era
Facilitator: Leigh Fisher. Expert: Paul Skinner
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsGatekeepersInterestInvestmentsliquidityRegulatory Issues
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Net zero approaches: Can these be converted into meaningful communications?
Facilitator: Ben MacGregor Expert: Thomas Hohne-Sparborth
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
CommunicationConsumer DutyNet ZeroPortfoliosRegulatory IssuessustainableWealth Management and Private Banking
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Natural capital - The opportunities that arise from nature positive solutions
Facilitator: Sianne Haldane Expert: Sam Tripuraneni
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInvestmentsOpportunitiesRegulatory IssuesSustainable Solutions
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceDigital SolutionsDigitalisationMindful ofRegulatory IssuesTechnologyWealthWealth management
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients
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Who's Really Driving, the Adviser or the Platform?
Expert: Andrew Back, Chief Commercial Office, Facilitator: Paul Miles, Silverback Consultancy
A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientFinancial AdvisoryPricingRegulatory Issues