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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AI Captain - Preparing for the big new wave of business disruption
Expert: Ian McKenna, Chief Information Security Officer, Iress Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AIDatafundproductivityWealth managementWealth Management and Private Banking
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Changes Afoot - How should this sector respond to client concerns?
Expert: Mark McVitie, Senior Consultant, Pagefield Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AssetInvestmentsMarket TrendsParty PoliticsResearchWealth Management and Private Banking
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Decarbonisation - A structural growth opportunity of a lifetime
Expert: Graeme Baker, Portfolio Manager, Ninety One Facilitator: Darshita Gillies, CEO & Founder, Maanch
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
financeGrowthMarketingResearchTechnologyWealth Management and Private Banking
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Here to Serve - How to be all things to all people
Expert: William Rouse, UK Client Success and Sales Director, Avaloq Facilitator: Gilly Green (FoxRed Insight)
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationDatadiversityFinancial servicesTechnologyWealth Management and Private Banking
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Investor Expectations - Theory versus reality
Expert: Paulo Costa, Senior Behavioural Economist, Vanguard Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
DigitalInvestmentsResearchroboTechWealth Management and Private Banking
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Japan Rediscovered – The fundamental and current changes
Expert: June-Yon Kim, Head of Japanese Equities at Lazard Asset Management Facilitator: Rupert Neville, Project Director
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Global economyGrowthInvestmentsJapanvalueWealth Management and Private Banking
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Looking Ahead – Harnessing the power of data to drive personalised investor recommendations
Expert: Christine Ciriani, CEO, InvestCloud Facilitator: Michael Lawrence, Principal Consultant, Bovil
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
ClientCommunicationDataIntegrationTrainingWealth Management and Private Banking
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Pricing Right – Meeting the competition while remaining competitive
Expert: Tony Hanlon, Director and Mehul Kotecha, Partner, Strategy & Transactions - Financial Services, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationCompetitionConsumer DutyM&APricingWealth Management and Private Banking
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Results Focus - Reimagining growth amid a transitioning world
Expert: Tom Caddick, Head of Investment, Nedgroup Facilitator: Caroline Burkart, Wealth Management & Client Insight industry expert
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CulturediversitygenerationalGrowthInvestmentsWealth Management and Private Banking
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Round Two - Managing the next set of risks, rules and requirements
Expert: Dr. Anthony Kirby, Partner- Risk and Regulation, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Consumer DutyESGManagementRegulationTrainingWealth Management and Private Banking
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Skills Gap – Strategies for finding and retaining new talent
Expert: Anne Hammond, HR Director, SEI Investments (Europe) Ltd Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Davies Group
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CompetitionCultureRecruitmentRetentionTechWealth Management and Private Banking
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Specialty Finance - It’s all about the gains
Expert: James Tevenan, Product Strategy Manager, Securitized Product & Asset-based Finance, Schroders Facilitator: Ben MacGregor, Director, Client Development, Savanta
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Fixed IncomeReal EstateRegulationretailUK economyWealth Management and Private Banking