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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Wealth management in motion. A look at how wealth management C-Suite executives from across EMEA are tackling today’s challenging environment.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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When digital transformation is done right, it’s like a caterpillar turning into a butterfly...
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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Your core platform must accommodate user-led design – and to get that right we have to understand the challenges and opportunities that real people
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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Clients now understand exactly what they are paying for and have a range of investment tools available to them–is this affecting their investments...
Clients now understand exactly what they are paying for and have a range of investment tools available to them – is this affecting their investments preferences and how they go about constructing portfolios?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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Delivering value in the digital age - customers’ attitudes to data sharing, trust and how this will define future propositions
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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Preparing for growth - What can we learn from global high growth...
Preparing for growth: what can we learn from global high growth advisory firms?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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Price versus value: the 21st century financial advisory conundrum
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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Talent of the future: from adviser to technical analyst and everything in between. Finding them, training them and keeping them.
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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The future of ...
The future of platforms
27 November 2018
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The future of retirement investing
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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What would you do with an extra hour? By adopting technology, advisory firms are realising time savings in their business by generating greater effici
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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Who is the CEO of your business?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018