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.
-
Attracting and retaining the best candidates in the shadow of the 'Great resignation'
Expert: Nikki Bartlett, EY Facilitator: Roopalee Dave, EY
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CultureleadershipOrganisationRecruitmentTalentValuesWealth Management and Private Banking
-
Digital human - how to clear your tech debt
Moderator: Carline Burkart, AON Expert: Andrew Back, Multrees
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
costDigitalDigital SignaturesInvestmentsTechTechnologyWealth Management and Private Banking
-
Inflation Proof. Finding growth with megatrends.
Moderator: Philip Biber, Sionic Expert: Mobeen Tahir, WisdomTree
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
ElectricEnvironmentalInnovationMegatrendNet ZeroThematic investmentWealth Management and Private Banking
-
M&A Vs. organic growth. Is creating value and putting the client first mantra or myth?
Moderator: Richard Clarke, Hannam & Partners Expert: John Chapman, Catalyst Partners
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
compliancePricingPrivate EquityRelationshipsretailValuationWealth Management and Private Banking
-
Navigating client expectations about climate investing
Moderator: Philip Biber, Sionic Expert: Rick Lacaille, State Street
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
Green InvestingImpact investingNet ZeroOpportunitiesPortfoliosTransition financeWealth Management and Private Banking
-
Net Zero: Targets are set but how do you implement them in your portfolio?
Moderator: David Barks, Savanta Expert: Tim Smith, Lazard
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CommunicationFiduciaryGreenwashingMetricNet ZeroRegulationWealth Management and Private Banking
-
People pleasing. Creating a successful and inclusive culture in a hybrid workplace
Moderator: Roopalee Dave, EY Expert: Mark Somers, Somers Partnership
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
BoundariesClient-facingCultureDEIHybridManagementWealth Management and Private Banking
-
Private Market Prospects. Supply struggles and inflationary pressures in the post-pandemic world
Expert: Adam Harrison, Titanbay Facilitator: Chris Shaw, Dundas Consultancy
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
DigitalDue DiligenceInflationliquidityPerformancePrivate EquityPrivate MarketWealth Management and Private Banking
-
Thinking ahead. The value add that a partnership approach can provide
Expert: Rob Hall, Wendy Strutt, PGIM, Amanda Cain, Edward Jones Moderator: Caroline Burkart, Aon
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
diversityGrowthInnovationPartnershipStructureWealth Management and Private Banking
-
Where's the S in ESG? Addressing the overlooked pillar in sustainability
Expert: Richard Saldanha and Vaidehee Sachdev, Aviva Moderator: David Barks, Savanta
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
ConsumerCOVIDDataRegulationSocialsustainableWealth Management and Private Banking
-
Big tech. How and where it can add value back into the sector
Expert: Andrew Back, Multrees. Moderator: Ben Wright
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCentralised investment propositionsClientClient ExperienceFinancial adviserFinancial AdvisoryIndependent Financial AdviserRegulatorsTechnology
-
Clearly Signposted, how to integrate ESG into the advice journey
Expert: Andy Miller, Investment Specialist, Quilter Platform. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceESGFinancial AdvisoryGreen InvestingInvestmentsRegulatorssustainable