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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Align with your clients’ expectation and ensure their experience of engaging with you online is a positive one
A Meeting of Minds Wealth Management & Private Banking - June 2016
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All hail the over 50's - Tapping into your most economically powerful customer segment to take advantage of the pensions revolution
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
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An overview into the Financial Advisory marketplace combined with some war stories around getting deals done and lessons learned!
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An overview into the Financial Advisory marketplace combined with some war stories around getting deals done.
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
A Meeting of Minds Wealth Management and Private Banking - November 2017
BrandCorporate GovernanceEngagementEUEuropeHNWIJourneyMass AffluentOnboardingOutsourcingReputationalSegementationTrainingUKWealth Management and Private Banking
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ARE WE IN A BUBBLE? IS NOW THE TIME TO GET REAL?
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ARE WE LOOKING AT A HARD BREXIT? DO YOU HAVE AN INVESTMENT STRATEGY IN PLACE TO HANDLE THE RESULTANT MARKET VOLATILITY – OR ARE YOU PLAYING A WAITING
The Brexit deal is not satisfactory for either side of the political debate within the UK. There is still uncertainty, especially when it comes to the future trade relationship with the EU.
A Meeting of Minds Wealth Management and Private Banking - November 2018
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ARE YOU PAYING YOUR FUND MANAGERS TOO MUCH FOR ACTIVE MANAGEMENT?
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Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.
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ARE YOU PROVIDING YOUR INVESTORS WITH VALUE FOR MONEY?
A Meeting of Minds Wealth Management and Private Banking - November 2017
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ARE YOU PROVIDING YOUR INVESTORS WITH VALUE FOR MONEY? (MOM AD)
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ARE YOUR CLIENTS DRIVEN BY RETURNS OR FEES? WHERE DO THEY PERCEIVE VALUE?
A Meeting of Minds Wealth Management & Private Banking - June 2017