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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What are alternative assets? Why allocate them and why now?
The Findings - Winning Advisers, Tuesday 13 October 2015 - Tylney Hall, Hampshire
21 April 2016
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Articulating your value proposition – how do you quantify the value of advice in the age of the internet
The Findings - Winning Advisers, Tuesday 13 October 2015 - Tylney Hall, Hampshire
21 April 2016
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Understanding the objectives and preferences of investors across the Middle East
21 April 2016
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Session 2: Some blue sky thinking around digital technology that will be available to us in the very near future
The Findings - Tuesday 13 October 2015 - Tylney Hall, Hampshire
21 April 2016
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Some blue sky thinking around digital technology that will be available to us in the very near future!
The Findings, Winning Advisers, Tylney Hall, 13 October 2015
21 April 2016
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The future outlook for wealth management and private banking – what’s next for the industry? and what lessons can be learnt from other countries?
21 April 2016
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The ‘ins and outs’ of running an investment committee effectively
The Findings - Tuesday 13 October 2015 - Tylney Hall, Hampshire
21 April 2016
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Ageing advisers and clients – what are the pitfalls and examples of best practice?
21 April 2016
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Word to the wise! Since 2013, the FCA has told Independent Advisers to consider investment companies within client portfolios. What is the best way to
The Findings - Tuesday 13 October 2015 - Tylney Hall, Hampshire
21 April 2016
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Assessing risk from a professional indemnity insurance perspective
The Findings - Winning Advisers, 13 October 2015 - Tylney Hall, Hampshire
21 April 2016
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Adviser best practice - Global Trends in adviser business to allow you to learn, adapt, develop and thrive?
21 April 2016
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The Empty Chair – making sure your customer is at the forefront of your business strategy
The Findings Tuesday 13 October 2015, Tylney Hall, Hampshire
20 April 2016