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.
-
Pulse Check - UK Financial Adviser Survey on Meeting Clients' Needs
Expert: Gillian Hepburn, Head of UK Intermediary Solutions, Schroders Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
ClientConsumer DutyFinancial AdvisoryInterestInvestmentsPrivate Market
-
Clearly Signposted, how to integrate ESG into the advice journey
Expert: Andy Miller, Investment Specialist, Quilter Platform. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceESGFinancial AdvisoryGreen InvestingInvestmentsRegulatorssustainable
-
Navigating an interest rate and inflationary environment with economic franchises
Expert: Bertrand Cliquet, Lazard. Facilitator: Don Wild, Wild Ochre Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCIPClientFinancial adviserFinancial AdvisoryIndependent Financial AdviserInflationInvestmentsPortfolios
-
The Long Game. It's not about the result, it's about the process when it comes to ESG
Expert: Jennifer Moynihan, portfolio specialist, NinetyOne. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceDiversificationESGFinancial adviserFinancial AdvisoryInvestmentsPerformanceRegulation
-
The use of private market funds by sophisticated private investors on the verge of becoming mainstream, how can you deliver a suitable and compelling
Expert: Adam Harrison, Titanbay. Facilitator: Chris Shaw
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceInvestmentsMindful ofPrivate MarketWealthWealth managementYour clients
-
ESG: WHAT WAS IT? WHAT IS IT RIGHT NOW? AND WHERE IS IT GOING?
Expert: David Beacham, Business Development Director, Carmignac and Facilitator: Jo Goddard, Founder and lead consultant, Green & Good Consulting
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAuthenticityClientcomplianceCOP26Corporate GovernanceEnvironmentalESGFinancial AdvisorygovernanceGreenwashingInvestmentssustainable
-
NAVIGATING A PATH TO NET ZERO - PRACTICAL CONSIDERATIONS FOR MEETING YOUR CLIENT COMMITMENTS
Expert: Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington and Facilitator: Mandy Kirby, City Hive Network
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Clientclimate changeCOP26EngagementEnvironmentalESGgovernanceInvestmentsPrivate BankingRegulationsustainableWealthWealth Management and Private Banking
-
WHAT WAS ESG? WHAT IS ESG NOW? AND WHERE IS ESG GOING? EVERYONE’S OPINION IS THE RIGHT ONE, BUT WHERE DO YOU GO FROM HERE?
What was ESG? What is ESG now? And where is ESG going?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
ClientEngagementEnvironmentalESGExperienceFinancial AdvisoryInvestmentsTechnology
-
How and why has cash become an integral part of the holistic financial planning process?
How and why has cash become an integral part of the holistic financial planning process, rather than just being a peripheral concern, and how is the cash world likely to evolve in the future.
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceCash flowClientFinancial AdvisoryInvestmentsRisksavings
-
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