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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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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Tried & Tested. The pioneering idea that's 30 years new
Facilitator: Ben Wright Expert: Rob Ciro
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsFCAFinancial AdvisoryGoals-based planningInvestmentsUKUS
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A REGULATORY UPDATE
MIFID II and GDPR are no longer discussed in the framework of “what’s next?” Both of these pieces of regulations have now come into force. Wealth industry players are drawing first conclusions on how this is affecting the businesses.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Data ScienceEUFAMRGDPRMIFIDIISecuritySMCRUKUSWealth 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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WHAT DOES YOUR PERFECT OUTSOURCING PARTNER LOOK LIKE?
Consolidation and increased regulation continue to elevate the attractiveness of outsourcing as a way to meet operational challenges. However to ensure you capitalise on the financial benefits, finding the perfect outsourcing partner with a strong cultural fit is paramount to a successful long-term relationship.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBack OfficeEuropeGlobalManagement InformationMiddle EastOutsourcingSecurityUKUSWealth 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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GDPR – LET’S DO THE DETAIL
Wealth managers need to prepare for privacy challenges under GDPR and be fully compliant ahead of its implementation on 25 May 2018. Firms must act now and examine their processes and systems to ensure privacy has been considered across all of their products.
10 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
CyberEUGDPRManagement InformationMobileSecuritySocial MediaUKWealth Management and Private Banking
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The Science of Financial Attention
The science of financial attention is the emerging discipline arising from the convergence of digital data, psychology and experimental science. As the relationship between individuals and financial institutions becomes digitised, utilising client data to revolutionise the client journey, contextualising client data and explaining factors that are pertinent to their investments is key to client engagement.
10 July 2017A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBehavioursBig DataData ScienceDigitalEngagementEUEuropeExperienceJourneyMass AffluentMobileOnboardingRecruitmentSegementationTrainingTrendsUKWealth 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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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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Open banking – how is it going? A force for good or just ratcheting up the pressure to stay afloat?
Open Banking is largely viewed as a positive business opportunity. To capitalise on this opportunity, financial institutions must ensure they fully understand the benefits and that they develop seamless solutions to suit their customers.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
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Senior Managers Regime – doing the right thing and maybe being seen doing the right thing?
With the FCA ‘Senior Managers Regime’ imminent, it business critical that Advisers fully understand the implications on governance and responsibility and are actively reviewing business processes, structures and accountability.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceCultureFinancial AdvisoryManagement InformationSecuritySMCRUK