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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Future of Advice - The organisational changes shaping modern workplaces
Expert: Sean Hegarty, Europe Managing Director, Vanguard Facilitator: Georgia Stewart, CEO of Tumelo
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AIOrganisationPortfoliosRegulationWealth managementWealth Management and Private Banking
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Climate change and ESG. How can finance help society address climate change through investment
Expert: Vincent Denoiseux, Head of ETF Research and Solutions, Lyxor ETF, Amundi Group. Facilitator: Justin Hodges
17 March 2022A Meeting of Minds Gatekeepers - March 2022
Client Data Managementclimate changeDataESGPortfoliosRiskWealth managementWealth Management and Private Banking