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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Future of Work - The Organisational Changes Shaping Modern Workplaces
Expert: Vincent Tiseo, Global Head of Business Strategy, Strategic Advisory Solutions, Goldman Sachs Asset Management Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
COVIDCultureFinancial AdvisoryHybrid WorkingOrganisationThe Future
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Future of Advice - The organisational changes shaping modern workplaces
Expert: Sean Hegarty, Europe Managing Director, Vanguard Facilitator: Georgia Stewart, CEO of Tumelo
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AIOrganisationPortfoliosRegulationWealth managementWealth Management and Private Banking
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The Future of Work - Organisational changes shaping modern workplaces
Expert: Chris Davis, Workforce Advisory Senior Manager, EY Facilitator: Caroline Burkart, Aon
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
COVIDExperienceOrganisationThe FutureWealth managementWealth Management and Private Banking
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Attracting and retaining the best candidates in the shadow of the 'Great resignation'
Expert: Nikki Bartlett, EY Facilitator: Roopalee Dave, EY
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CultureleadershipOrganisationRecruitmentTalentValuesWealth Management and Private Banking
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Navigating The Challenges With Data And AI Within UK Financial Services.
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business
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Social media norms and values – how do you control rapidly evolving digital technology which transcends borders, ages and religion?
FCA/CMA are pushing banks to be nursemaids and be proactive in supporting their customer’s financial needs. However most people have a relationship with more than one bank...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CommercialCommunicationFCAGDPROrganisationRetail Financial Services