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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ACCESSING PRIVATE MARKETS WITH LIQUIDITY
Expert: Andrew Lister, Director, Portfolio Manager/Analyst Lazard Facilitator: Rupert Phelps, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
liquidityPrivate Marketsenior managersTrendsUSWealth Management and Private Banking
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CLOSING THE REALITY GAP IN WEALTH MANAGEMENT CLIENT ONBOARDING (Private Banking event)
Expert: Éva Adravetz-Kadocsa, Dorsum Facilitator: Carline Burkart, Alpha FMC
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
ClientIntegrated systemsLegacy SystemsOnboardingTechnologyWealth Management and Private Banking
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EXPANDING THE CLIENT BASE WITH INNOVATIVE THINKING
Expert: Ian Woodhouse, Multrees Facilitator: Rupert Phelps
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
ClientGrowthLegacy ProductsPrivate EquityStrategyWealth Management and Private Banking
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HOW TO IDENTIFY AND MEASURE PRODUCTIVITY IMPROVEMENTS
Expert: Michael Feeley, COO, SEI Facilitator: Gilly Green, FoxRed Insight
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AICRMDataproductivityRegulatory IssuesWealth Management and Private Banking
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MAKING THE CASE FOR PHILANTHROPY AND IMPACT INVESTMENT IN WEALTH MANAGEMENT
Expert: Rennie Hoare, Hoare & Co and Elizabeth Steinhart, LCM Family Facilitator: David Barks, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
CRMDigitalfundImpact investingPhilanthropyWealth Management and Private Banking
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NAVIGATING THE PRIVATE MARKETS LANDSCAPE: ENHANCING WEALTH MANAGERS' EXPERTISE
Expert: Michael Butler, Senior Director of Investment Alternatives, Mercer Facilitator: David Barks, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
DigitalliquidityPortfoliosPrivate MarketWealth managementWealth Management and Private Banking
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THE BROADENING SCOPE OF LENDING PRODUCTS FOR HNW CLIENTS
Expert: David Newman, CEO, Firenze Group Facilitator: Sharmil Patwa, Opus Una
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
educationEmerging MarketsHNWItaxTrendsWealth Management and Private Banking
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THE CHANGING PACE OF M&A ACTIVITY
Expert: Dave Mason, MD, Solve Facilitator: Farzana Khalil, Director, Solve
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
Consumer DutyculturalDue DiligenceM&APrivate EquityWealth Management and Private Banking
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THE EVOLVING PRICING MODELS IN A POST-CONSUMER DUTY LANDSCAPE
Expert: Matt Lonsdale, Director, Davies Group Facilitator: Niall Buggy, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AdviceConsumer DutycostM&APricingWealth Management and Private Banking
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THE FUTURE OF ENERGY AND ITS IMPACT ON WEALTH MANAGEMENT
Expert: Mark Lacey, Head of Global Thematic Equities, Schroders Facilitator: Sharmil Patwa, Opus Una
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AIDataenergySecurityWealth managementWealth Management and Private Banking
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THE IMPACT OF THE UK'S NON-DOM REGIME CHANGES
Expert: Roopalee Dave, EY Facilitator: Richard Arnott, EY
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
HNWIStrategytaxUKWealthWealth Management and Private Banking
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THE IMPLICATIONS OF THE UK ELECTION RESULT ON PENSIONS, INHERITANCE AND ALLOWANCES
Expert: Karen Sullivan, Head of Strategic Partnerships, Puma Investments Facilitator: Rupert Neville, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
ElectionsInheritancePensiontaxWealth Management and Private BankingWealth Transfer