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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Elevate Your Business - How to attract, serve, and retain the HNW investor
Expert: Vincent Tiseo, Head of Business Strategy, GSAM Strategic Advisory Solutions Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ClientCommunicationFinancial AdvisoryInvestmentsTrainingWealth management
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Evidence Trail - Navigating pricing and the future value chain
Expert: Mark Hopcroft, Head of Strategic Partners, Timeline Facilitator: Rod Bryson, Tata Consultancy Services
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Evolving Opportunities - Addressing the challenges in the financial advice profession
Expert: Éva Adravetz-Kadocsa, International Sales Director, Dorsum Facilitator: Ben Wright, Melo
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceClient ExperienceDigital platformeducationFinancial AdvisoryTechnology
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Finely Tuned - How to hit the right note with adviser productivity
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: Ben Wright, Melo
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceClientCultureFinancial Advisoryproductivitysustainable
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Known Unknowns – Building future competitive advantage in a changing world
Expert: Robert Crossley, Franklin Templeton Investments Facilitator: Martyn Laverick, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Business ModeleducationFinancial AdvisoryInvestmentsPrivate BankingSocial Media
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New Era - Responding to the changing geopolitical and economic tensions
Expert: Joseph Cornwall, Investment Manager, Puma Investments Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChinaFinancial AdvisoryGeopoliticsInflationproductivityTechnology
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Obstacle Course - Overcoming the productivity hurdles in the front and back-office Advisory Distributors June 2024
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Helen Clark, Mint Blue Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Private Markets - Democratisation and the opportunity for advice businesses
Expert: James Lowe, Sales Director, Private Assets and Investment Trusts, Schroders Plc Facilitator: Rupert Neville, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChallengeseducationFinancial AdvisoryPortfoliosPrivate MarketRisk
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The Great (And Smooth) Wealth Transfer – Why advice is a family affair
Expert: Warwick Bloore, Senior Investment Specialist, Vanguard Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Financial AdvisoryFinancial servicesgenerationalLegacy ProductsRelationshipsWealth Transfer
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A snapshot of M&A activity - As well as the current and future trends in the sector
Expert: Anthony Turner, Corporate M&A Partner, Farrer & Co LLP Facilitator: Sharmil Patwa
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
GeopoliticsInflationM&APricingTechWealth Management and Private Banking
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Adapting to a world of three
Expert: Stephen Andrews, Portfolio Manager and co-Head of BlackRock's Global Emerging Markets Team Facilitator: Paul Kearney
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChinaGeopoliticsInvestmentsMiddle EastTaiwanWealth Management and Private Banking