Private Banking and Wealth Management


256

Members

Most active members

Chairperson

John Elder

Founding Partner

Family Office Advisors LLP

Abi Mauger

Digital Marketing Executive

Sanlam Private Wealth


Adam Fall

C. Hoare & Co.


Adam Vile

Head of Package Solutions

Excelian

Communities: Asset Management, Fintech



Aidan Lisser

Chief Marketing Officer

Investec Wealth & Investment


Alastair Conway

Chief Executive

James Hay


Solving the Privacy-Personalisation Paradox in Wealth

In today’s Information Age, personalisation and privacy seem bound for collision. Personalisation requires disclosure of sensitive data and for relevant insights to be generated from that data; whil...

Private Banking and Wealth Management

0


It’s okay to be a stock picker …

It’s okay to be a stock picker today - you’ve just got to explain why.

What can active management do that passive cannot? - Active managers need to sell the difference between its active produc...

Asset Management, Corporate and Investment Banking, Private Banking and Wealth Management

0


Product and Service Innovation in Financial Services

As part of The Forum’s regular 60 Seconds article – a collection of Member comments on a particular theme of relevance to the financial services marketing community – we asked you for your thoug...

Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking

9


All Aboard: How Challenger Banks Can Attract More Customer Deposits

Kevin Mountford, CEO of PBF Solutions examines the key approaches that challenger banks should take to attract and retain new customer deposits

What’s the main challenge facing any challenger ban...

Brand Strategy, Private Banking and Wealth Management, Retail Banking

0


The Disruption Revolution

We are at the beginning of a financial services revolution. True disruption in the sector is only just starting to take shape. Amazon, eBay, Expedia, Uber and Betfair all changed the face of the marke...

Asset Management, Corporate and Investment Banking, Fintech, Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking

21


Do HNW clients get the service they deserve?

Is the drive for revenue across private banks and wealth managers impacting on the quality of service we offer our clients? What should we be delivering and what should they expect from a premium serv...

Private Banking and Wealth Management

0


Wealth of Opportunity: Diversity and Entrepreneurship

The transforming demographics of global wealth provide an exciting opportunity for financial services marketers ready to fully embrace change and capture a new wealth audience.

In Part 1 of Wealth ...

Private Banking and Wealth Management

0


A Wealth of Opportunity: Generation X & Millennials

The demographics of wealth are set for a tectonic shift, Financial services marketers in this space must be ready to follow the money to ensure their future success.

Take a moment to picture what a...

Private Banking and Wealth Management

0


Presentation Slides: The CEO Challenge

James Brown (ComPeer) gives an overview of the current environment wealth managers operate in and shares the results of extensive interviews conducted with investors to find out what their priorities ...

Private Banking and Wealth Management

0


Generating New Business via Brand Differentiation

Anna Lane, CEO at The Wisdom Council shares their experience on how to generate new business via brand differentiation....

Private Banking and Wealth Management

0


Generating New Business via Brand Differentiation

Charlie Ansdell, Head of Professional and Financial Services at Redleaf gives his view on how businesses can differentiate themselves to the media when their offering is not that dissimilar....

Private Banking and Wealth Management

0


Generating New Business Via Brand Differentiation

In this slides deck Torie Bold, Managing Director, Custom Research at Wealth-X, explains how organisations can differentiate in a crowded marketplace....

Private Banking and Wealth Management

0


May
27

Awards for Innovation 2021

Since its launch in 2000, The Financial Services Forum has supported the improvement of financial services marketing, through a better understanding of the consumer, the marketplace and marketing perf...

Available to: EAPOR

Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

0


Feb
11

Webinar: An Online Event About … Online Events

In this online event, we’ll be discussing new ideas and new thinking about online events. Especially in B2B where the pandemic has wreaked havoc with conventional sales and marketing approaches revo...

Available to: EAP

Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

0


Jan
26

Interactive Workshop: Part 1 – Leading and Embracing Change in an Uncertain World

2020 has reminded us all of the inevitability of change.

It has also highlighted that the two most important skills in the world of business are the ability to lead change and the ability to embrac...

Available to: EAP

Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

0


Jan
21

Webinar: The Customer of Tomorrow – Beyond The Pandemic

The Coronavirus pandemic changed business and consumer behaviour almost overnight, causing recessions, widespread job losses, and a decimated investment market.

A big winner in this situation has b...

Available to: EAP

Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

0


Jan
12

Webinar: Attracting Mass Affluent Investors With the Right App

Now more than ever an online search coupled with app reviews is a key starting point for many client journeys in wealth management.

Digital challengers may have the advantage – and often the mark...

Available to: E

Private Banking and Wealth Management

0


Oct
20
LDN

Webinar: Mind The Gender Gap

Women are increasingly controlling more of the world’s wealth – about 53% of UK millionaires will be female by 2025 according to the Centre for Economics and Business Research – but wealth mana...

Available to: E

Private Banking and Wealth Management

0


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