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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SUSTAINABLE, ETHICAL, ENGAGEMENT, IMPACT – WHAT IS THE DIFFERENCE?
Client demand for ethical investing is growing, however many barriers remain in place, but as a rapid increase in clients seeking products in alignment with their value system, means that it is essential that this is viewed as a key strategy by the wealth industry.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
BehavioursCultureEngagementHNWIMass AffluentOnboardingWealth Management and Private Banking