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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Turning Red – Anticipating a new political landscape in the UK
Expert: Graham Hook, Head of UK Government Relations and Public Policy, Invesco Facilitator: Pan Andreas, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024
BrexitEUGatekeepersGreen energyLabourParty Politics
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Changes Afoot - How should this sector respond to client concerns?
Expert: Mark McVitie, Senior Consultant, Pagefield Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AssetInvestmentsMarket TrendsParty PoliticsResearchWealth Management and Private Banking
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Inheritance Tax gets a lot of bad press but is keeping it or ditching it such a binary decision?
Expert: Dan Goss, Researcher, Demos Facilitator: Rupert Neville, Consultant
17 October 2023New for 2023! Retirement Matters - October 2023
educationInheritanceIntergenerationalParty PoliticsRetirement
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How is politics realigning? A political update from David Gauke
20 May 2021A Meeting of Minds Asset Management
Asset ManagementBrexitculturaldiversityEconomicFinancial servicesleave coalitionParty Politicsremote workingUK economy