The Findings

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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  • RECRUIT, TRAIN, KEEP

    Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection

    10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021

    Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business


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