Private Banking and Wealth Management


241

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, 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, 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


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


Innovations in Sustainable & Impact Investing

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...

Private Banking and Wealth Management

0


Oct
03
LDN

What should the investment industry do about its reputational crisis?

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

Private Banking and Wealth Management

0


Jun
18
LDN

Man vs Machine: Considering the Impact of AI in Asset Management

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...

Available to: E

Asset Management, Private Banking and Wealth Management

0


May
14
LDN

Sustainable and Impact Investing: Getting the Communication right

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...

Available to: E

Private Banking and Wealth Management

0


Feb
14
LDN

Top 10 Tips: Marketing to make a difference for your Front Office

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...

Available to: E

Private Banking and Wealth Management

0


Dec
11
LDN

The CEO Challenge

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...

Available to: E

Private Banking and Wealth Management

0


Nov
07
LDN

The New Client Ecosystem: A digital transformation roadmap for Asset Managers

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...

Available to: E

Asset Management, Private Banking and Wealth Management

0


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