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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Party Lines – The pros and cons of outsourcing investments
Expert: James Lewis, UK Chief Investment Officer, Mercer Global Investments Facilitator: Don Wild, Wild Ochre Consulting
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AssetFinancial AdvisoryInvestmentsOutsourcingResearchvalue
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Changes Afoot - How should this sector respond to client concerns?
Expert: Mark McVitie, Senior Consultant, Pagefield Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AssetInvestmentsMarket TrendsParty PoliticsResearchWealth Management and Private Banking
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Investor Expectations - Theory versus reality
Expert: Paulo Costa, Senior Behavioural Economist, Vanguard Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
DigitalInvestmentsResearchroboTechWealth Management and Private Banking
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On thin ice. How to slide from greenwashing to green lighting
Expert: Phoebe Stone, Head of Sustainable Investing, LGT Facilitator: Roderic Rennison: Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceFinancial AdvisoryGreenwashingInvestmentsNet ZeroResearch