Solution introduction

A bi-annual series of events bringing together the strategic and investment heads of the largest wealth managers, private banks, DFMs and MFOs

All about the right people at the right level, discussing and shaping the financial services industry together in the right place

Retail Event - April 2015 - Roundtable

A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices.

Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key challenges facing key influencers from the largest distributors and try to find ways to collectively drive change forward.

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Solution Details

The Meeting of Minds events platform serves three distinct financial services communities:

  • Wealth Management & Private Banking
  • Financial Advisory
  • Retail Financial Services - Bank & Brand Distribution

For the Private Banking & Wealth Management Meeting and the Financial Advisory Meeting, the invited audience is at CEO and CIO level. For the Retail Financial Services sessions, the audience are typically senior decision-makers with responsibility for overseeing their company's strategy with regard to forming partnerships with product and service providers to enhance their financial services offering. They are typically drawn from disciplines affecting product development, distribution, client insight and marketing.

Why should you take part in A Meeting of Minds?
We believe these Meetings offer you the chance to:  

  • Gather strategic insight and explore business development opportunities
  • Review best practice solutions
  • Hear new thinking from industry experts
  • Network at the highest level
  • Influence industry thinking
  • Understand new customer trends
  • Gain exclusive access to community research
  • Be involved in an agenda for change both at a personal and at a corporate level


A Meeting of Minds is structured around:

  • A series of board room style meetings addressing the pre-research and pre-agreed agenda
  • An open discussion - led by objective and professional moderators
  • External speakers to invigorate the thinking
  • Plenty of opportunities for both structured and unstructured networking.
  • Chatham House Rules rule!

What’s the pre-event plan?
We will setup one to one meetings (either on the phone or face to face) with each of our participants to establish an understanding of their key issues and concerns at that time. This input will be fed into what is termed the “Working Document”.

At the beginning of the cycle, we will also carry out a substantive quantitative research exercise - The Scene Setter. This will be a combination of both current and ongoing issues - so that over time we can track industry trends. These responses will be analysed, published in full and will be fed into the Meeting’s agenda to ensure it is truly dynamic.

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Family Offices

A Meeting of Minds

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