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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Are you ready for the senior managers regime?
13 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Business developmentFinancial AdvisoryFinancial servicesInnovationRegulation
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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
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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
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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
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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
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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
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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
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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
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MIFID II SM & CR
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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Partnering with fintechs – could that be the way to speed up your technological innovation? And if so how do you make it work?
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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The future of portfolio management on platforms
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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Understanding the characteristics and trends of high growth, global wealth management firms
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019