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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Is your retirement proposition more Netflix or Blockbusters? (Session 1)
Expert: Anton Padmasiri, Founder CEO, WealthOS and Shri Krishnansen, CCO, WealthOS Facilitator: Rod Bryson, Tata Consultancy Services
25 September 2024Retirement Matters - September 2024
DrawdownLegacy ProductsPropositionRegulatory IssuesRetirementtax
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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ESG: THE MOMENTUM IS THERE – WE NOW NEED SOME STANDARDISED METRICS TO MEASURE PERFORMANCE
ESG has become mainstream, and its popularity is only going to grow. Although techniques for assessing asset managers’ ESG performance are becoming increasingly sophisticated, there is no commonly agreed method of applying them.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementClient acquisitionclimate changeEngagementEnvironmentalESGGreenwashingMacro TrendsPropositionRegulationReputationalsustainableTrends
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The fundamentals of quantitative investing
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Centralised investment propositions – the growing need for a tailored strategy
Centralised investment propositions – the growing need for a tailored strategy
A Meeting of Minds - Advisory Distributors - 26 November 2020
Centralised investment propositionsDiscretionaryFinancial AdvisoryFlexibilityInvestmentsPropositionRetirement
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Partnerships: the perennial question: What makes them work?
More than ever, shifting consumer behaviour and increased innovation is driving the need to use partners to deliver customer proposition and experiences at lower economic cost points.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CustomerFintechGDPRInnovationPartnershipPropositionRetail Financial Services
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Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
A Meeting of Minds - Winning Advisers South - 15 October 2020
Cash flowEngagementFinancial AdvisoryPricingPropositionSegementationTechnologyWealth Transfer Generation Gap
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Your value proposition, increasing margins and lowering costs
Your value proposition, increasing margins and lowering costs
A Meeting of Minds - Winning Advisers North - 8 October 2020
DiscretionaryFinancial AdvisoryInvestmentsProposition