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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The Green Agenda - Is It A Broken Promise?
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
energyFinancial AdvisoryGovernmentgreen agendapolicysustainable
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What Changes To The Tax Treatment Of Pensions, Inheritance And Allowances
Experts: Paul Speight, Business Development Director, Ingenious Facilitator: Don Wild, Founder, Wild Ochre Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
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Election Fever - Anticipating a new political landscape in the UK
Expert and facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Break Through - Attracting women in order to bridge the talent gap
Expert: BWD Facilitator: Rupert Phelps
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
CultureDevelopmentdiversitypolicyresponsibilitiesWealth Management and Private Banking