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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The future outlook for wealth management and private banking – what’s next for the industry? and what lessons can be learnt from other countries?
21 April 2016
Wealth Management and Private Banking
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A Meeting of Minds: The Leadership Survey Findings - June 2016
A Meeting of Minds Wealth Management & Private Banking - June 2016
Financial AdvisoryWealth Management and Private Banking
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A SOLUTION FOR THOSE CLIENTS YOU CANNOT COMMERCIALLY AFFORD TO WORK WITH
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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Align with your clients’ expectation and ensure their experience of engaging with you online is a positive one
A Meeting of Minds Wealth Management & Private Banking - June 2016
Wealth Management and Private Banking
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
A Meeting of Minds Wealth Management and Private Banking - November 2017
BrandCorporate GovernanceEngagementEUEuropeHNWIJourneyMass AffluentOnboardingOutsourcingReputationalSegementationTrainingUKWealth Management and Private Banking
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ARE WE LOOKING AT A HARD BREXIT? DO YOU HAVE AN INVESTMENT STRATEGY IN PLACE TO HANDLE THE RESULTANT MARKET VOLATILITY – OR ARE YOU PLAYING A WAITING
The Brexit deal is not satisfactory for either side of the political debate within the UK. There is still uncertainty, especially when it comes to the future trade relationship with the EU.
A Meeting of Minds Wealth Management and Private Banking - November 2018
BrexitWealth Management and Private Banking
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ARE YOU PROVIDING YOUR INVESTORS WITH VALUE FOR MONEY?
A Meeting of Minds Wealth Management and Private Banking - November 2017
Wealth Management and Private Banking
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ARE YOUR CLIENTS DRIVEN BY RETURNS OR FEES? WHERE DO THEY PERCEIVE VALUE?
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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ASSET ALLOCATION: WHAT IS THE NEW NORMAL IN THE WAKE OF THE DEATH OF THE 60:40 PORTFOLIO?
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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BLACK-BOX THINKING WORKSHOP: MARGINAL GAINS AND HIGH PERFORMANCE
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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CLIENT ENGAGEMENT: THE SECRET TO A LONG AND HAPPY RELATIONSHIP
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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DEAR MR CHANCELLOR, ALL I WANT FROM BREXIT IS… - WHAT DOES BREXIT MEAN FOR YOUR BUSINESS?
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking