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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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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REPUTATION AND BRAND – SLOW TO BUILD AND QUICK TO ERODE – CRISIS MANAGEMENT SCENARIO PLANNING
There are multiple external and internal factors feeding into a company’s brand, marketing communications and brand crisis management. These factors, for example data security breaches or employee dismissal cases are likely to rise up the ladder of importance for wealth managers. Firms need to be ready and prepared to go through various scenarios.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandDigitalEngagementExperienceReputationalSocial MediaTrainingWealth Management and Private Banking
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M&A – IDENTIFYING OPPORTUNITIES AND VALUING THEM
As the M&A activity in the wealth management industry increases and with more buyers than sellers, valuations in the current M&A wealth management industry are close to industry highs. It is imperative that the industry are exploring and capitalising on the opportunities available, particularly in the Fintech arena.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Corporate GovernanceM&AReputationalWealth Management and Private Banking
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REGULATORY UPDATE – ARE YOU READY FOR MIFID II
While MIFID II is looming at the start of 2018, there is still a lot of uncertainty as to what is required. Key areas of concern are evidencing the cost breakdown of transactions, demonstrating suitability, reporting transactions and product governance.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Back OfficeBig DataCorporate GovernanceEUMIFIDIIOnboardingReputationalSecurityUKWealth Management and Private Banking
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THE FUTURE OF INVESTMENT ADVICE
The future of investment advice remains a subject of continued debate following the ever increasing utilisation of digital automation by financial institutions. Ultimately, firms must adopt a balanced service model, determining exactly which elements of the proposition to automate in conjunction with the human element of personal advice and overcome hurdles in terms of legacy IT systems.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingReputationalSegementationTrendsWealth Management and Private Banking
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THE TICKING “RES NON DOM” TIME BOMB
The new non-domicile rules are now in force and take retroactive effect from April 2017. The latest sets of provisions for non-dom clients are complex. With fears of deterring global investors and an imminent brain drain it is crucial that wealth advisers are ensuring that clients are fully aware of the impact of this legislation and how to ensure they are compliant.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AlternativesEmerging MarketsInvestmentsReputationalTrendsWealth Management and Private Banking
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HOW DO YOU DECIDE WHICH PLATES TO KEEP SPINNING?
BlackRock’s third annual European survey of private banks and wealth mangers shows that regulation, technology and margin pressure are the top three concerns this year. The discussion revolves around which plates are necessary to keep spinning, and which can be a lower priority.
11 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataEngagementEUEuropeExperienceFintechGDPRHNWIMass AffluentMIFIDIIOnboardingOnboardingReputationalSecuritySegementationUHNWIUKWealth Management and Private Banking
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
A Meeting of Minds Wealth Management and Private Banking - November 2017
BrandCorporate GovernanceEngagementEUEuropeHNWIJourneyMass AffluentOnboardingOutsourcingReputationalSegementationTrainingUKWealth Management and Private Banking
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Client care and communicating risk – a confusion conundrum!
Advisers need to take a holistic approach to client engagement and communication to strengthen the client’s understanding of risk and capacity for loss and to ensure optimum customer care and customer loyalty.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursCorporate GovernanceFinancial AdvisoryJourneyReputationalRisk
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How crucial is it to control all your client’s wealth?
Might it be a better strategy to be your client’s key financial adviser? Increasing the amount of your client’s wealth on which you advise could be seen as an avenue for growth. However the counter argument is that having a smaller share of wealth presents a lower risk to your company and indeed the rest of your clients.
A Meeting of Minds Advisory Distributors - June 2018
ExperienceFinancial AdvisoryJourneyReputationalRisk
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HOW TO GO ABOUT PUTTING BRAND VALUES INTO PRACTICE?
True differentiation can be a challenge for organisations so defining and communicating brand values is omnipotent. Yet identifying these values and ensuring they permeate the organisation can be challenging. It is essential that leadership teams demonstrate clear brand values and ensure these are embedded into the culture of the firm to enhance customer loyalty in a challenging market place.
A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechManagement InformationReputationalRiskSegementationSocial MediaTrendsUKWealth Management and Private Banking
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Intergenerational Wealth Planning
Many reasons such as DB transfers, property and longer life expectancy, mean that £5.5 trillion* will move hands in the UK between now and 2055. Savvy advisers need to start thinking today about how this shift in assets will affect their clients and their bottom line.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBehavioursEngagementEquitiesExperienceFinancial AdvisoryReputationalTrends