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.
-
Is fixed Income a broken asset class? What should investors do and what opportunities does this create?
A Meeting of Minds Wealth Management & Private Banking - June 2016
-
Is good advice compliant advice? Proof of suitability is now obligatory – so how do you ensure that you have the evidence?
-
Is human service becoming the luxury end of the market?
Millennials & Gen Z don’t need the human touch - it is old-fashioned & unnecessary OR Electronic contact is not enough for anyone especially at times of need
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
-
Is it time to change the way we segment our customers?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
-
Is it time to help the Millennials and the following generations both understand and benefit from financial services?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
-
IS IT TIME TO TURN YOUR UNSERVED CLIENTS INTO A PROFIT CENTRE?
-
IS THERE SUCH A THING AS A "GOOD" DIGITAL EXPERIENCE FOR A CUSTOMER?
-
Is vertical integration the future for advisory firms?
-
Is your retirement proposition more Netflix or Blockbusters? (Session 2)
Expert: Anton Padmasiri, Founder CEO, WealthOS and Shri Krishnansen, CCO, WealthOS Facilitator: Rod Bryson, Tata Consultancy Services
Retirement Matters - September 2024
CloudcomplianceCustomerRetirementretirement incomeTechnology
-
IS YOUR SEGMENTATION APPROACH “AGEIST” OR SIMPLY ABOUT THE MONEY?
A Meeting of Minds Wealth Management & Private Banking - June 2017
-
It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
A Meeting of Minds Asset Management - 20 September 2018
AlternativesAsset ManagementBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends
-
It’s a family affair – building multigenerational client base – combining nobility of spirit whilst wearing a canny commercial hat