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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A REGULATORY UPDATE
MIFID II and GDPR are no longer discussed in the framework of “what’s next?” Both of these pieces of regulations have now come into force. Wealth industry players are drawing first conclusions on how this is affecting the businesses.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Data ScienceEUFAMRGDPRMIFIDIISecuritySMCRUKUSWealth Management and Private Banking
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REGULATORY UPDATE – ARE YOU READY FOR MIFID II
While MIFID II is looming at the start of 2018, there is still a lot of uncertainty as to what is required. Key areas of concern are evidencing the cost breakdown of transactions, demonstrating suitability, reporting transactions and product governance.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Back OfficeBig DataCorporate GovernanceEUMIFIDIIOnboardingReputationalSecurityUKWealth Management and Private Banking
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SUSTAINABLE, ETHICAL, ENGAGEMENT, IMPACT – WHAT IS THE DIFFERENCE?
Client demand for ethical investing is growing, however many barriers remain in place, but as a rapid increase in clients seeking products in alignment with their value system, means that it is essential that this is viewed as a key strategy by the wealth industry.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
BehavioursCultureEngagementHNWIMass AffluentOnboardingWealth Management and Private Banking
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THE FUTURE OF INVESTMENT ADVICE
The future of investment advice remains a subject of continued debate following the ever increasing utilisation of digital automation by financial institutions. Ultimately, firms must adopt a balanced service model, determining exactly which elements of the proposition to automate in conjunction with the human element of personal advice and overcome hurdles in terms of legacy IT systems.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingReputationalSegementationTrendsWealth Management and Private Banking
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THE TICKING “RES NON DOM” TIME BOMB
The new non-domicile rules are now in force and take retroactive effect from April 2017. The latest sets of provisions for non-dom clients are complex. With fears of deterring global investors and an imminent brain drain it is crucial that wealth advisers are ensuring that clients are fully aware of the impact of this legislation and how to ensure they are compliant.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AlternativesEmerging MarketsInvestmentsReputationalTrendsWealth Management and Private Banking
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WHAT DOES YOUR PERFECT OUTSOURCING PARTNER LOOK LIKE?
Consolidation and increased regulation continue to elevate the attractiveness of outsourcing as a way to meet operational challenges. However to ensure you capitalise on the financial benefits, finding the perfect outsourcing partner with a strong cultural fit is paramount to a successful long-term relationship.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBack OfficeEuropeGlobalManagement InformationMiddle EastOutsourcingSecurityUKUSWealth Management and Private Banking
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HOW CAN WE COMBAT MARGIN PRESSURES? IS IT TIME TO GO FOR GROWTH?
With increased regulation, rising operational costs and shrinking profit margins, wealth managers are being forced to re-evaluate their internal technology processes and explore new markets for growth to combat margin pressures and capitalise on future market trends.
13 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataCorporate GovernanceCultureData ScienceDigitalEngagementEUEuropeExperienceFintechHNWIManagement InformationOnboardingOnboardingOutsourcingSecuritySocial MediaWealth Management and Private Banking
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HOW DO YOU DECIDE WHICH PLATES TO KEEP SPINNING?
BlackRock’s third annual European survey of private banks and wealth mangers shows that regulation, technology and margin pressure are the top three concerns this year. The discussion revolves around which plates are necessary to keep spinning, and which can be a lower priority.
11 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataEngagementEUEuropeExperienceFintechGDPRHNWIMass AffluentMIFIDIIOnboardingOnboardingReputationalSecuritySegementationUHNWIUKWealth Management and Private Banking
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GDPR – LET’S DO THE DETAIL
Wealth managers need to prepare for privacy challenges under GDPR and be fully compliant ahead of its implementation on 25 May 2018. Firms must act now and examine their processes and systems to ensure privacy has been considered across all of their products.
10 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
CyberEUGDPRManagement InformationMobileSecuritySocial MediaUKWealth Management and Private Banking
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ARE THERE ANY LESSONS YOU CAN LEARN FROM THE CHALLENGER BANKS?
While the wealth industry as a whole may not have been disrupted, they have certainly impacted the lower end of the market and with evidence that the challenger banks are starting to push into the advice space and younger clients increasingly requiring digital service, it is essential that the wealth industry are learning from the success and issues of the challenger banks.
10 July 2017A Meeting of Minds Wealth Management and Private Banking - November 2017
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The Science of Financial Attention
The science of financial attention is the emerging discipline arising from the convergence of digital data, psychology and experimental science. As the relationship between individuals and financial institutions becomes digitised, utilising client data to revolutionise the client journey, contextualising client data and explaining factors that are pertinent to their investments is key to client engagement.
10 July 2017A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBehavioursBig DataData ScienceDigitalEngagementEUEuropeExperienceJourneyMass AffluentMobileOnboardingRecruitmentSegementationTrainingTrendsUKWealth Management and Private Banking
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WHAT DOES A GREAT CUSTOMER EXPERIENCE LOOK LIKE AND HOW DO YOU BUILD IT?
22 June 2017A Meeting of Minds Winning Advisers North - April 2017