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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SHOULD WE TALK TRADE BATTLES? PRESIDENT TRUMP IS. HOW IS IT AFFECTING MARKETS? COULD THE CHANGING WORLD ORDER BENEFIT THE UK AS IT LOOKS SET TO BREXIT
The abundance of global geopolitical issues raises questions on how markets and investments will be impacted – delegates speak about the risks they are most concerned with.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
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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