Chairperson
Founding Partner
Family Office Advisors LLP
Committee
Head of Marketing
Sanlam UK
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, Insurance, 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, Insurance, 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 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 ...
January 8, 2020
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
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
What does the future hold for the private banking and wealth management industry?
In this interactive workshop focusing on the future of private banking and wealth management we will look to 2022 a...
Available to: EA
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
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
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
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
