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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LIFE POST MIFID II – WHAT WILL THE CONSEQUENCES BE FOR YOUR BUSINESS?
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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MANAGING REGULATION FROM THE INSIDE: CULTURE AS A CONTROL MECHANISM – SHAPING BEHAVIOUR & MINDSET THROUGH ‘SOFT’ MEANS
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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Maximising productivity. Who said you couldn’t get blood out of a stone?
A Meeting of Minds Wealth Management & Private Banking - June 2016
Wealth Management and Private Banking
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OPTIMISING THE BIG THREE - DATA MANAGEMENT, CLIENT EXPERIENCE AND COSTS
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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Preparing for MIFID II and SMCR and monitoring the radar for future regulatory impacts
A Meeting of Minds Wealth Management & Private Banking - June 2016
Wealth Management and Private Banking
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RIDING THE CONSOLIDATION WAVE – OPPORTUNITIES TO ACQUIRE FINANCIAL ADVISER BUSINESSES TO SECURE YOUR MARKET POSITION
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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SAVING PRIVATE CLIENT – MANAGING CLIENT TRUST AND NEGOTIATING THE COMPLICATIONS OF TAX DATA CONFIDENTIALITY
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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SCENE SETTER QUESTIONAIRE FINDINGS - PRIVATE BANKING & WEALTH MANAGEMENT - NOVEMBER 2016
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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SRI - WHERE IS THE BUSINESS OPPORTUNITY FOR YOU?
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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TALKING PRODUCTIVITY – HOW DO YOU CUT THROUGH THE NOISE?
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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THE DANGERS OF CYBER-CRIME ARE BECOMING EVER MORE REAL
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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THE DEATH OF THE HEAD HUNTER – NEW WAYS OF FINDING AND RETAINING TALENT
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking