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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DIGITAL TRANSFORMATION – AS TWO WORLDS COLLIDE, HOW CAN THE OLD GUARD WORK WITH THE INNOVATORS THAT OPERATE AT THE SPEED OF DIGITAL?
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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ESG - The momentum is there - now we need some standardised metrics to measure performance
ESG - The momentum is there - now we need some standardised metrics to measure performance
A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDESGWealth Management and Private Banking
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HAVING DECIDED ON YOUR BRAND VALUES, HOW DO YOU GO ABOUT PUTTING THEM INTO PRACTICE?
A Meeting of Minds Wealth Management and Private Banking - November 2017
Wealth Management and Private Banking
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HITTING A HOME RUN IN BUILDING A SCALABLE, SUSTAINABLE CUSTOMER EXPERIENCE (CX) – LESSONS LEARNT FROM DISNEYLAND …THE KING OF CX
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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HOW TO BE A DIGITAL WINNER
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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HOW TO GO ABOUT PUTTING BRAND VALUES INTO PRACTICE?
True differentiation can be a challenge for organisations so defining and communicating brand values is omnipotent. Yet identifying these values and ensuring they permeate the organisation can be challenging. It is essential that leadership teams demonstrate clear brand values and ensure these are embedded into the culture of the firm to enhance customer loyalty in a challenging market place.
A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechManagement InformationReputationalRiskSegementationSocial MediaTrendsUKWealth Management and Private Banking
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IF IT AIN’T BROKE, IT CAN PROBABLY STILL BE FIXED. INNOVATION IN WEALTH: IS IT MORE IMPORTANT TO EMBRACE NEW TECHNOLOGIES OR IMPROVE EXISTING PROCESSE
Technology is clearly opening up vast opportunities for wealth managers and private banks globally, helping to drive economies of scale, business efficiencies and honing the client experience. However the success of all of this is still dependent on a critical factor – the people both within the firm, and those of the technology provider, and the role they play, successful or otherwise, in using to technology to innovate and grow the business. The technology alone cannot achieve end goals without the right people to support its use.
A Meeting of Minds Wealth Management & Private Banking - June 2018
CultureDigitalEmployeeTechnologyWealth Management and Private Banking
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INVESTOR PROTECTION - WHERE DO YOU DRAW THE LINE?
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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IS EVERYTHING “BRAND NEWS”? PROTECTING YOUR BUSINESS REPUTATION
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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Is fixed Income a broken asset class? What should investors do and what opportunities does this create?
A Meeting of Minds Wealth Management & Private Banking - June 2016
Wealth Management and Private Banking
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IS YOUR SEGMENTATION APPROACH “AGEIST” OR SIMPLY ABOUT THE MONEY?
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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LET'S TAKE A LOOK AT THE INVESTMENT HORIZON FOR FIXED INCOME
A Meeting of Minds Wealth Management and Private Banking - November 2017
Wealth Management and Private Banking