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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MIFID II SM & CR
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
RegulationWealth Management and Private Banking
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Partnering with fintechs – could that be the way to speed up your technological innovation? And if so how do you make it work?
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Tech futuresWealth Management and Private Banking
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The future of portfolio management on platforms
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Tech futuresWealth Management and Private Banking
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Understanding the characteristics and trends of high growth, global wealth management firms
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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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 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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When digital transformation is done right, it’s like a caterpillar turning into a butterfly...
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Tech futuresWealth Management and Private Banking
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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 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Tech futuresWealth Management and Private Banking
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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 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Artificial IntelligenceBusiness ModelDigitalWealth Management and Private Banking
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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 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Client Data ManagementSharing EconomyWealth Management and Private Banking
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DO THE SUMS ADD UP? A LOOK AT CHARGING STRATEGIES IN THE ROUND
Advisory investment services are becoming increasingly costly for banks to offer, prompting many to move assets away from this service and into discretionary mandates or pulling out of this offering altogether. Delegates discussed their experiences with the advisory proposition in terms of regulatory implications and also their clients’ perspectives.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Advisory investment servicesUHNWIWealth Management and Private Banking
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OPTIMISING BUSINESS PERFORMANCE THROUGH CX
Tracking client engagement, an important and universally acknowledged challenge, is creeping up the list of CMOs’ priorities. And while many wealth firms, traditionally considered laggards in implementing client engagement programmes, have started to actively gather feedback and track key metrics to improve customers’ experience (CX) – more needs to be done to understand where we are as an industry to be able to better service our clients and their evolving needs.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
BehavioursEngagementExperienceHNWIUHNWIWealth Management and Private Banking
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SHOULD WE TALK TRADE BATTLES? PRESIDENT TRUMP IS. HOW IS IT AFFECTING MARKETS? COULD THE CHANGING WORLD ORDER BENEFIT THE UK AS IT LOOKS SET TO BREXIT
The abundance of global geopolitical issues raises questions on how markets and investments will be impacted – delegates speak about the risks they are most concerned with.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018