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 Financial Advice Market Review (FAMR) and MiFID ii – a light at the end of the tunnel? What is on the horizon and how can wealth managers & privat
A Meeting of Minds Wealth Management & Private Banking - June 2016
Wealth Management and Private Banking
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THE GENERAL DATA PROTECTION ACT (GDPR) - UNDER A YEAR AWAY!
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking
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THE RISE OF IMPACT INVESTING, SRI AND ESG – WILL PHILANTHROPY, WEALTH MANAGEMENT AND LIFESTYLE CONVERGE?
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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UNDER THE SHADOW OF REGULATION SATURATION, WHAT’S ON THE RADAR? DATA PROTECTION, TRANSPARENCY AND SUITABILITY UNDER THE SPOTLIGHT
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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WEALTH MANAGEMENT & PRIVATE BANKING IN THE CRYSTAL BALL – A GLIMPSE INTO THE FUTURE
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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WELCOME TO GOOGLE WEALTH – WHAT IS THE HNW VISION FOR WEALTH MANAGEMENT IN A DIGITAL-INFORMATION AGE?
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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WHERE WILL THE RETURNS COME FROM NOW? THE HUNT FOR INCOME AND YIELD IN A LOW INTEREST RATE WORLD
A Meeting of Minds Wealth Management and Private Banking - November 2016
Wealth Management and Private Banking
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WILL DISRUPTIVE TECHNOLOGIES LEAD TOWARDS DYSTOPIA OR UTOPIA?
A Meeting of Minds Wealth Management & Private Banking - June 2017
Wealth Management and Private Banking