Chairperson
Founding Partner
Family Office Advisors LLP
Committee
Head of Group Marketing
EFG Harris Allday
Head of Marketing and Communications
Canaccord Genuity Wealth Management
Consultant - Global Wealth Marketing Strategist
KBurt Consulting
Head of Marketing
JM Finn
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...
February 19, 2019
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...
August 13, 2018
Asset Management, Corporate and Investment Banking, Private Banking and Wealth Management
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...
February 23, 2017
Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, Mortgages, Private Banking and Wealth Management, Retail Banking
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...
July 26, 2016
Brand Strategy, Private Banking and Wealth Management, Retail Banking
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...
May 10, 2016
Asset Management, Corporate and Investment Banking, Fintech, Life & Pensions, Private Banking and Wealth Management, Retail Banking
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...
July 13, 2015
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...
June 10, 2019
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 ...
December 11, 2018
Anna Lane, CEO at The Wisdom Council shares their experience on how to generate new business via brand differentiation....
June 25, 2018
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....
June 25, 2018
In this slides deck Torie Bold, Managing Director, Custom Research at Wealth-X, explains how organisations can differentiate in a crowded marketplace....
June 25, 2018
Your investments have an impact on the world, for better or for worse. Sustainable investing is about minimizing the harm and maximizing the good that your investments generate.
Dr James Gifford ou...
February 2, 2018
What should the investment industry do about its reputational crisis? A roundtable for private banks and wealth managers on managing reputation.
The investment industry, including private banks and...
Available to: E
Can a website really replicate the behaviour of an asset manager?
The advent of artificial intelligence is seeing AI-enabled tools and platforms make investments, analyse market trends & predic...
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How can Asset Managers, Banks and Wealth Managers talk to their clients and intermediaries about this increasingly popular investment trend? Sustainable investing can be complex, so how do we break it...
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PBWM companies rely on the front office to cross-sell and up-sell, but marketing is an essential and integral part of the business.
How can marketing establish an effective, coherent relationship w...
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We are seeing a new generation of financial technology companies that create digital solutions to transform the investment and asset management industry. But what do customers want?
How are busines...
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Asset managers are under pressure to deliver increasingly personalised service and better outcomes for clients. However, multiple products, content items, messages and channels, mean the amount of dec...
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