Summary
The eighteenth Meeting of Minds Wealth Management & Private Banking took place on 19 November 2015 at The Berkeley Hotel, London. This document summarises key issues raised in the topics discussed during the roundtables that took place on the day. A Meeting of Minds Wealth Management & Private Banking is a strategic forum organised by Owen James. It is an opportunity for 100 strategic and investment decision makers from the leading private banks; wealth managers, DFMs; MFOs; service and product providers to work through the key
challenges facing both their businesses and the industry as a whole with a view to driving change forward. Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level. At the core of these Meetings is a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.
To find out more about taking part, please contact: Simon Black at Owen James: simonblack@owenjamesgroup.com or you can contact him at 01483 861 334.
This Report
The Roundtable Sessions were moderated by Scorpio Partnerships:
- • Sebastian Dovey
- • Catherine Tillotson
- • Caroline Burkart
- • Mark Miles
- • Alex Johnson
- • Annie Catchpole
- • Glen Ward
We are very grateful for the time and energy they have expended 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 were part of the sessions for sharing
their knowledge and giving us their time and energy both in the run up and on the day.
The 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.
The Findings
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Wealth management in motion. A look at how wealth management C-Suite executives from across EMEA are tackling today’s challenging environment.
13 June 2019
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When digital transformation is done right, it’s like a caterpillar turning into a butterfly...
13 June 2019
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Your core platform must accommodate user-led design – and to get that right we have to understand the challenges and opportunities that real people
13 June 2019
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A LOOK AT BUSINESS MODELS OF THE FUTURE
What will the business model of the future look like and how big an impact will technology have on the customer experience? The discussion revolves around how technology will help wealth managers now and, in the future, and how it can be implemented.
15 November 2018
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DEVELOPING A STRATEGY TO MEET THE LATEST TRENDS IN THE ‘SHARING ECONOMY’
Wealth managers must adapt their operating models and infrastructure to take advantage of new opportunities in the ‘sharing economy’. The demands of client data management are evolving with the advance of technology and have elevated the issue of digital governance to boardroom tables across the industry.
15 November 2018