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.
-
Environmental, social and governance (ESG) is now viewed as table stakes within certain investment quarters
ESG is seen as core to the way today's responsible businesses operate. What is responsible investing, and do we continue or start?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
-
ESG - The momentum is there - now we need some standardised metrics to measure performance
ESG - The momentum is there - now we need some standardised metrics to measure performance
A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDESGWealth Management and Private Banking
-
ESG – A regulatory imperative
ESG – A regulatory imperative
A Meeting of Minds - Advisory Distributors - 26 November 2020
-
Fantastical Fintech
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
-
Faster, lower cost, just as accurate – how ETF's are set to transform wealth management
There has been tremendous growth in ETF products over the last 15 years. With the increasing complexity and range of ETFs there has been increased take-up by investors of all kinds.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementETFETF'sETFsInvestmentsliquidityPensionretail
-
FinTech collaboration – how can the old guard work with the collaborators?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
-
Fintechs: let’s talk scrums, sprints, tiger teams, data stacks…..they work in a different way and use a different lexicon…do we really need to underst
As the big established players outsource to nimble specialist fintechs, it is the coming together of two worlds. Indeed, a substantial proportion of our audience will work within a fintech environment. Their way of working would appear to encourage swifter decision making; greater innovation; and be appealing to the well-educated with ambition. Well that is the impression… We are intrigued and will invite a fintech to demystify.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
-
Forecasting the future: Just what will your business look like in five years’ time?
-
Forecasting the future: what could your business look like in five years’ time?
-
Forecasting the future: what might your business look like in five years’ time?
-
Future proofing prices is the new norm
Future proofing prices is the new norm
A Meeting of Minds - Winning Advisers North - 8 October 2020
ClientdistributionFinancial AdvisoryPricingproductivityProfitabilityWinning AdvisersYour business
-
GDPR – LET’S DO THE DETAIL (MOM AD)