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.
-
ARE YOUR CLIENTS EXPECTING YOU TO ENSURE THEIR PORTFOLIOS ARE ESG? OR DO THEY STILL JUDGE SUCCESS UPON THE BASIS OF PERFORMANCE? AND IF THEY DO ASK FO
-
ARE YOUR CLIENTS GETTING VALUE FOR MONEY?
-
ASSET ALLOCATION: WHAT IS THE NEW NORMAL IN THE WAKE OF THE DEATH OF THE 60:40 PORTFOLIO?
A Meeting of Minds Wealth Management and Private Banking - November 2016
-
Attracting the investors of the future
There has been insufficient time spent looking at the future customer base – however the consensus was that it is very difficult due to factors such as Brexit to make things unclear.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursCommoditiesEngagementExperienceJourneyReal EstateRiskSocial Media
-
Bank ®evolution – understanding Banking's role in customer's life
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
-
Bank on the apathetic customer or be ready for action should their circumstances change
“Banks still have this mentality that you give gold to them and they keep it and give you a slight premium.”
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
-
Banks of the Future – what can legacy banks learn from digital challengers?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
-
Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
-
Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
-
Big Data – Do you have the right data Strategy and Governance?
-
Big data – initiatives to accelerate growth engage customers and achieve competitive advantage
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
-
Big tech is most likely coming to a town near you…..but maybe we should be looking eastwards rather than westwards?
Tech companies are realising that it is money that makes the world go around and are seeking to get a piece of the action. Amazon, Facebook and Apple are all trying to get into money.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019