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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A snapshot of M&A activity - As well as the current and future trends in the sector
Expert: Anthony Turner, Corporate M&A Partner, Farrer & Co LLP Facilitator: Sharmil Patwa
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
GeopoliticsInflationM&APricingTechWealth Management and Private Banking
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Investor Expectations - Theory versus reality
Expert: Paulo Costa, Senior Behavioural Economist, Vanguard Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
DigitalInvestmentsResearchroboTechWealth Management and Private Banking
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Skills Gap – Strategies for finding and retaining new talent
Expert: Anne Hammond, HR Director, SEI Investments (Europe) Ltd Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Davies Group
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CompetitionCultureRecruitmentRetentionTechWealth Management and Private Banking
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Support for vulnerable customers is high on the agenda at the FCA
Expert and Facilitator: Kathy Ellison, Director, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
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US Equities - More than just growth tech stocks?
Expert: Daniel White, Head of Global Equities, M&G Investments Moderator: Paul Kearney, Managing Director, Asset Risk Consultants (UK) Limited
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation
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Data should be your rocket fuel, why isn't it?
Facilitator: Martyn Laverick Expert: Barry Neilson
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIConsumer DutyDataFinancial AdvisoryPlatform providersRegulationTech
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Digital human - how to clear your tech debt
Moderator: Carline Burkart, AON Expert: Andrew Back, Multrees
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
costDigitalDigital SignaturesInvestmentsTechTechnologyWealth Management and Private Banking
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Finding your edge to grow in this game you need strategy and a mindset to match
Expert: Barry Neilson, Novia. Facilitator: Martyn Laverick
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
Business developmentClient Data ManagementClient ExperienceFinance StrategyFinancial adviserFinancial AdvisoryIndependent Financial AdviserTech
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AS PART OF YOUR EMPLOYEE RETENTION STRATEGY, YOU NEED YOUR TECH TO BE GOOD
Expert: Eric Tyree, Head of Research & Artificial Intelligence, Blueprism and Facilitator: Gilly Green, Sionic
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdvisorsAIAutomationClientCOVIDculturalCustomerDigitalisationEmployeeFinancial AdvisoryInnovationJourneyOpen BankingRetentionTechTechnology
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The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
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Worried that implementing another siloed IT system won't meet your company goals to reduce OPEX, increase profit or improve CX?
Expert: Nigel Armstrong, Head of Wealth & Asset Management Solutions UK&I, BluePrism Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
AutomationBack OfficeBusiness ModelCyberDigital mediaDigital platformDigitalisationFront OfficeMindful ofOnboardingroboTechTechnology