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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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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Mind the gap! According to the FCA, more defined contribution pension pots were fully withdrawn in 2021/22 than in any previous financial year
Expert: Richard Parkin, Head of Retirement, BNY Mellon Facilitator: Kathy Ellison, Director, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
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The Financial Revolution. Simplify Fintech
Expert: Andrew Storey (EV) Facilitator: Owen Frankish (EY)
10 November 2022WealthTech Matters The Business - November 2022
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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
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So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
11 March 2021WealthTech Matters - The Client - 11 March 2021
AutomationClient ExperienceDigitalDigital mediaDigital platformDigitalisationMindful ofroboTechnology
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HOW TECHNOLOGY IS GIVING ADVISERS TIME, EFFICIENCY AND GROWING REVENUES