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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Net Zero: Targets are set but how do you implement them in your portfolio?
Moderator: David Barks, Savanta Expert: Tim Smith, Lazard
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CommunicationFiduciaryGreenwashingMetricNet ZeroRegulationWealth Management and Private Banking