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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Unlocking housing wealth to meet retirement goals - an untapped opportunity?
Expert: Chris Smyth, Equity Release Partnership Development Manager, LV= Facilitator: Tony Crane, Consultant
25 September 2024Retirement Matters - September 2024
CommunicationeducationEquity releaseInterestRetirementWealth management
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Change Request - Cultivating a culture of innovation and adaptation
Expert: Eric Sharrad, Senior Recruitment Consultant, Pavilion Recruitment Facilitator: Karl Cranswick, Solve
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationCultureInnovationTrainingWealth managementWealthTech Matters
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Elevate Your Business - How to attract, serve, and retain the HNW investor
Expert: Vincent Tiseo, Head of Business Strategy, GSAM Strategic Advisory Solutions Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ClientCommunicationFinancial AdvisoryInvestmentsTrainingWealth management
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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AdvisorsCommunicationgenerationalInheritanceWealth managementWealth Management and Private Banking
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIGrowthStrategyTechnologyWealth managementWealth Management and Private Banking
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Attractive Behaviours - The changing needs and expectations of investors
Expert: Elemi Ategolo, Managing Partner, Consult Venture Partners Facilitator: Darshita Gillies, CEO & Founder, Maanch
14 March 2024A Meeting of Minds Gatekeepers - March 2024
AIbenchmarkClientGatekeepersSocial MediaWealth management
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Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
DataInvestmentsreportingtaxWealth managementWealthTech Matters
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Get closer – facilitating stronger client engagement with technology
Expert: Hakan Kocabeyoglu, EVP of Product at Unblu Facilitator: Karl Cranswick, Director at Solve Partners
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceEngagementTechnologyWealth managementWealthTech Matters
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AI Captain - Preparing for the big new wave of business disruption
Expert: Ian McKenna, Chief Information Security Officer, Iress Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AIDatafundproductivityWealth managementWealth Management and Private Banking
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Informed Decisions – The platforms and services making the biggest impact on wealth managers
Expert: Christian Jedlicka, CSO, Etops Group Facilitator: Gregor Mueller, Independent Consultant
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AIDataPlatform providersRegulationWealth managementWealthTech Matters
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Partnership Potential – innovation without reputational compromise
Expert: Cotyso Bodea, Chief Technology Officer, Everon, and Brice Zanetti, Chief Relationship Officer at Everon Facilitator: Ivan Schouker, Managing Partner at FinArchitects
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AssetInnovationPartnershipreputationWealth managementWealthTech Matters
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Research Driven - How to use Machine Learning and Generative AI to drive investment recommendations at scale
Expert: Dr. Boris Rankov, Head of Product Strategy International (EMEA and APAC), at Investcloud Facilitator: Stephen Wall, Founder at The Wealth Mosaic
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AICommunicationResearchRiskWealth managementWealthTech Matters