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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Research Driven - How to use Machine Learning and Generative AI to drive investment recommendations at scale
Expert: Dr. Boris Rankov, Head of Product Strategy International (EMEA and APAC), at Investcloud Facilitator: Stephen Wall, Founder at The Wealth Mosaic
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AICommunicationResearchRiskWealth managementWealthTech Matters
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Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
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How might Artificial Intelligence (AI) enhance the mortgage lending process?
Expert and Facilitator: David Owen, Wealth Proposition Director, Openwork
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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Reality Cheques - Natural Risk, Geopolitics & Financial Markets
Expert: Alexander Chartres, Investment Directo, Ruffer LLP Facilitator: Ben MacGregor, Director, Client Development, Savanta
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Chinaclimate changeFinancial AdvisoryGeopoliticsMarket TrendsRisk
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Investor Biases - Avoiding these in order to spot opportunities
Facilitator: Don Wild. Experts: Vera German and Juan Torres
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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Consumer Duty Calls. Is it time to dial up the dialogue with the FCA?
Expert: Chris Shaw, Dundas Consulting Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
ClientConsumer DutyFCAFinancial AdvisoryRegulationRegulatorsRisk
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Future Proofing. How to make tomorrow better than today
Expert: Jess Foulds, Global Responsible Investment Senior Manager Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Advisorsclimate changeESGFinancial AdvisoryRegulationRisksustainable
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New World Disorder. How to negotiate this period of historically significant geopolitical uncertainty
Facilitator: Don Wild, Wild Ochre Consulting Expert: Alexander Chartres - Ruffer
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
active managementAssetFinancial AdvisoryGeopoliticsInflationliquidityPortfoliosRisk
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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
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If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
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Leveraging platform technology...
Expert: Adam Harrison, Titanbay joined by Nick Rosenblatt, Mercer. Facilitator: Gilly Green, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
Client ExperienceDigital platformDigital SolutionsInvestment PlatformMindful ofPlatform providersPrivate MarketRiskTechnology
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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients