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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Two become one – pre and post-merger best practice and the lessons learnt.
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UNDER THE SHADOW OF REGULATION SATURATION, WHAT’S ON THE RADAR? DATA PROTECTION, TRANSPARENCY AND SUITABILITY UNDER THE SPOTLIGHT
A Meeting of Minds Wealth Management and Private Banking - November 2016
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Understanding the Internet of Things (IoT): Connected devices and the application of data in Financial Services.
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
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WALKING THE TIGHTROPE OF INCREASING ADVISER PRODUCTIVITY AND REVENUES WHILST FUTURE PROOFING YOUR BUSINESS
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WE NEED TO HELP CHILDREN & YOUNG PEOPLE UNDERSTAND MONEY......
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We need to help children and young people understand money
In order to financially educate young people to increase their understanding of finances and the practical implications for everyday life, children need to learn from their parents or at school.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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WEALTH MANAGEMENT & PRIVATE BANKING IN THE CRYSTAL BALL – A GLIMPSE INTO THE FUTURE
A Meeting of Minds Wealth Management and Private Banking - November 2016
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WELCOME TO GOOGLE WEALTH – WHAT IS THE HNW VISION FOR WEALTH MANAGEMENT IN A DIGITAL-INFORMATION AGE?
A Meeting of Minds Wealth Management and Private Banking - November 2016
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What about the changes from within the industry?
The industry has failed to become properly diverse, by gender, ethnicity, and age, and is still failing to properly appeal to women, ethnic minorities and younger people
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WHAT DO ADVISERS’ CLIENTS REALLY CARE ABOUT- ARE YOU IN SYNC ?
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WHAT DO YOUR CLIENTS REALLY CARE ABOUT? ARE YOU SURE YOU KNOW?
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What does ESG and sustainability investing mean to the UK investor today?
ESG is becoming an increasingly important issue within the global investment community today. It is having a significant impact on how we invest on behalf of clients and the structuring of capital markets. Will they be empowered to make informed decisions about their Asset Managers approach to ESG?
A Meeting of Minds Advisory Distributors - June 2018
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