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 USA - China trade war.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AsiaGeopoliticsGovernmentStrategyUSWealth Management and Private Banking
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Understanding the investment implications of the gig economy
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
InvestmentsWealth Management and Private Banking
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Whether you believe in climate change or not, the world is beginning to face up to the fact that we are doing some harm.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Wealth Management and Private Banking
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Working with the IFA market. What is the size of the opportunity?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdvisorsClient ExperienceClients (type of)Wealth Management and Private Banking
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According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
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Attracting the right people. How do you create a tribal brand which will attract the right sort of people in the first place?
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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Clear blue water? The convergence of the retail and wealth management sectors.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business
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Do you really understand your clients’ behaviours and preferences?
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
BehavioursClientWealth Management and Private Banking
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Do you really understand your clients’ behaviours and preferences? Do you devote enough time to reviewing your MI and more importantly do you act
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour clients
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ESG is now table stakes for most institutional investors
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
InvestmentsWealth Management and Private Banking
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Faster, lower cost, just as accurate – how ETFs are set to transform wealth management
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
InvestmentsWealth Management and Private Banking
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M&A – identifying opportunities and valuing them
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
Wealth Management and Private BankingYour business