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 60/40 dead or just sleeping?
Expert: Altaf Kassam, MD, EMEA head of investment strategy and research Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
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Scenarios for the world economy and markets in 2022 and beyond
Expert: Ian Cunningham, Ninety One. Facilitator: Andrew Mills
17 March 2022A Meeting of Minds Gatekeepers - March 2022
AsiaAssetBankConsumerEmploymentGeopoliticsInflationMonetary policyUK economyWealth Management and Private Banking
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Open Banking Is Unlocking Digital Financial Innovation – But What Can It Do For You?
Expert: Jon Hart, MoneyHub. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBranchBusiness developmentClientClient Data ManagementCustomerDataDigital Financial InnovationDigital platformDigital SolutionsOpen BankingRetail Financial ServicesSecure Digital EnvironmentTechnologyYour business
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So How Have Your Customers Changed In The Past Year Or So?
Expert: Bruce Keith, Bridgeweave, Facilitator: Phil Alcock, Raisin UK
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBehaviourBranchBrandBusiness developmentBusiness ModelClientCustomerDigital SolutionsPrivate BankingRetail Financial ServicesSustainable SolutionsTechnology
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Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business
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Talent Wins Games, But Teamwork And Intelligence Win Championships, Said Basketball Legend Michael Jordan, Who Should Know.
Expert: Alan Williams, ServiceBrand, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
active managementBankBehavioursBrandBusiness developmentBusiness ModelCultureEmployeeEmployee engagementEmployee Value PropositionleadershipManagementManagement InformationPeoplePerformanceretailRetail Financial ServicesSuccessTalentTeamValuesYour business