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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Change Catalyst - Consumer Duty’s challenges and opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
CommunicationConsumer DutyESGFinancial AdvisoryvalueVulnerable client
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Risky Business - Selling in the time of the Consumer Duty
Expert: John Chapman, Director, Catalyst Partners Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Consumer DutyDataDue DiligenceFinancial AdvisoryM&APricing
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Competitive Streak - Turning consumer duty into opportunities Winning Advisers South
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClientCommunicationConsumer DutyFinancial AdvisoryPortfolios
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Delicate Balance – Could the pursuit of efficiency dilute the depth of engagement?
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Sionic
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
Consumer DutyDigital platformEngagementFinancial AdvisoryTechnologyTraining
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Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology
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Exiting Right – How to get the best outcome from the selling process
Expert: Alex Canham, Partner, Herrington Carmichael Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersAssetConsumer DutyFinancial AdvisoryRegulation
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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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Regulate and Reform – Managing the new risks, rules, and requirements
Expert: Sandy McGregor, Head of Policy, SimplyBiz Facilitator: Rupert Neville, Senior Change Management Consultant
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFCAFinancial AdvisoryRegulationsustainable
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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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Competitive Streak - Turning Consumer Duty into Opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceCommunicationConsumer DutyDataFinancial Advisoryvalue
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Doing Your Duty - Are Advisers now at Risk of an Identity Crisis?
Expert: William Marshall, Hymans Robertson Investment Services Facilitator: Paul Miles, Silverback Consultancy
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutydistributionFCAFinancial AdvisoryRegulationStructure
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation