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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Doing Your Duty - Are Advisers now at Risk of an Identity Crisis?
Expert: William Marshall, Hymans Robertson Investment Services Facilitator: Paul Miles, Silverback Consultancy
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutydistributionFCAFinancial AdvisoryRegulationStructure
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Future Fit - the Trends in Product Innovation
Expert: Chris Skinner Facilitator: Ben MacGregor
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
DevelopmentFinancial AdvisoryInnovationInvestmentsLegacy Products
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Future of Work - The Organisational Changes Shaping Modern Workplaces
Expert: Vincent Tiseo, Global Head of Business Strategy, Strategic Advisory Solutions, Goldman Sachs Asset Management Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
COVIDCultureFinancial AdvisoryHybrid WorkingOrganisationThe Future
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation
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Productivity Push - Why the Devil is in the Data
Expert: Paul McAnulty Director of Data Solutions, Nucleus Facilitator: Brod Whiting, Director, JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Big DataClientCRMFinancial AdvisoryIntegrated systemsInvestment Platform
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Pulse Check - UK Financial Adviser Survey on Meeting Clients' Needs
Expert: Gillian Hepburn, Head of UK Intermediary Solutions, Schroders Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
ClientConsumer DutyFinancial AdvisoryInterestInvestmentsPrivate Market
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Reality Cheques - Natural Risk, Geopolitics & Financial Markets
Expert: Alexander Chartres, Investment Directo, Ruffer LLP Facilitator: Ben MacGregor, Director, Client Development, Savanta
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Chinaclimate changeFinancial AdvisoryGeopoliticsMarket TrendsRisk
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Under One Roof - What does the Future have in Store for Vertical Integration
Expert: Catherine Thirlaway, Alpha Consulting Facilitator: Don Wild, Founder, Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceAIConsumer DutyFinancial AdvisoryIndependent Financial AdviserIntegration
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World Class - How the Highest Performing CEOs set their Firms up for Success
Expert: Bryce Skaff, Co-Head of the Global Client Group (GCG) & Vice President, Dimensional Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdvisorsFinancial AdvisoryM&AOrganic GrowthPerformancePrivate Market
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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client ExperienceConsumer DutyCustomerGoals-based planningWealth Management and Private Banking
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Big Impact - Why successful client lifecycle management is so critical to business success
Expert: David Barks Facilitator: Christine Cirani
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client Data ManagementDataInvestmentsRegulationValuationWealth Management and Private Banking
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Change of Guard - How the direction of British politics will shape wealth management
Expert: Michael Grady, Head of Investment Strategy and Chief Economist, Aviva Investors Facilitator: Niall Buggy
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GeopoliticsGrowthInvestmentsManagementRegulationWealth Management and Private Banking