FINDINGS FROM WEALTH MANAGEMENT & PRIVATE BANKING

Summary

The nineteenth Meeting of Minds Wealth Management and Private Banking took place on 16 June 2016 at The Berkeley Hotel, London. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day. At the Meeting there will be two streams of roundtables – the CEO stream focusing on those matters overarching the private banking and wealth management business model; the CIO stream reviewing investment strategies. Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.

These Meetings are a blend of boardroom style sessions addressing a pre-researched and pre-agreed agenda with open discussions led by objective professional moderators; keynote presentations provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; all topped off with networking – both structured and unstructured.
The next Meeting will take place on Thursday 17 November 2016 at The Berkeley Hotel in London.To find out more about taking part, please contact: Simon Black on 01483 861334 or email him at simonblack@owenjamesgroup.com.

The Report

The Roundtable Sessions were moderated by the following at the Scorpir Partnership team:

Simon Lough
Lance Peltz
Glen Ward
Cath Tillotson
Caroline Burkhart
Alex Johnson
Annie Catchpole

We are very grateful for the time and energy they have expanded on making A Meeting of Minds Wealth Management & Private Banking a success and hope you will consider this report an interesting, thought -provoking and accessible read. As ever your feedback is much appreciated. We would also like to thank the independent experts who are part of the sessions for sharing their knowledge and giving us their time and energy both in the run up and on the day.

Strategic Partners & Sponsors

We would like to thank all our sponsors, without whom the event would not have been possible.
The following groups took part in the Meeting and their motivation for taking part is threefold:

To be, and to be seen as being, supportive of the industry;
To understand the stresses and strains being placed on the industry and, where possible,respond to them;
and to talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.