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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FCA enforcement actions. Are there lessons to be learned from the FCA’s approach?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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How do you demonstrate the commerciality of a social impact/philanthropy proposition to shareholders and the EXCO?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Liquidity? Is it currently the most used word in asset management?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Policing the world – investment management’s new role? Media and action groups continue to demand that large asset managers use their voting powers re
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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The fundamentals of quantitative investing
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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The secret to harnessing both client focus and client centricity for retention and growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Client Data ManagementCustomerOnboardingTechnologyWealth Management and Private Banking
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The State of the Nation: what is ‘really’ going on in wealth management and advisory firms, and how can technology help increase profitability?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdviceAdvisorsBehavioursClientEngagementJourneyTechnologyWealth Management and Private Banking
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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
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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
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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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A look at impact investing. Modern philanthropy made simple.
2 in 3 people agree that they have a responsibility to make the world better, want their investments to make a difference, and think financial institutions should avoid investing in companies that harm people or the planet.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserPhilanthropySocial Impact InvestingWinning Advisers