233
Members
Most active members
Chairperson
Managing Director
Knox Investment Consulting
Committee
Head of Marketing
Thesis Asset Management
Head of Marketing and Communications
Canaccord Genuity Wealth Management
Executive Director, Head of Marketing, UK & Jersey
UBS Wealth Management
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, General 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, General 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
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
Millennials are driving the nearly $9 trillion sustainable investment market. In her presentation at the Financial Services Forum event "Next Generation Appeal: Doing well by doing good", Natalie Orri...
February 2, 2018
As part of its retail banking market investigation, the Competition and Markets Authority (CMA) concluded that older and larger banks do not have to compete hard enough for the banking business of p...
October 17, 2017
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
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
We look at branding in the PBWM sector.
How can PBWM businesses differentiate themselves from competitors that offer similar products and services? Not just challenger brands offering new business...
Available to: E
In an era where banks will have to compete to retain front-facing customer relationships, innovative strategies for enhancing customer loyalty and reducing churn must be employed.
Join our experts ...
Available to: E
Corporate and Investment Banking, Fintech, Private Banking and Wealth Management, Retail Banking
Millennials are set to benefit from one of the largest wealth transfers that has ever been seen, and by 2020, the global millennial wealth could stand at USD 24trn (UBS, June 2017). Therefore, it is c...
Available to: EA
With the continued success of the Robo Advisers and the recent launches of super-low-cost alternatives what are the implications for traditional Investment Management Services?
For some, the simple...
Available to: EA
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