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Private Banking Community

Welcome to the Private Banking and Wealth Management Community

Join the community

Welcome to the Private Banking Community page, a hub of useful, content and resources for the sector's most forward-thinking marketers.

By joining this community, you will get access to content, insights, articles and more. And, have your business listed alongside your fellow private banking and wealth management members.

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View all members Steering committee Members

Latest Events

MA

LDN

Channel Surfing – The Power of Acing Content Channels

Private Banking

Publicis Sapient, 63 Turnmill Street, London, EC1M 5RR
09:00 - 13:00
08.02.24
LDN

MAP

Predictions of Wealth: Harnessing the Power of AI in Wealth Management

Private Banking

Instinctif Partners, 65 Gresham St, London EC2V 7NQ
09:00 - 11:00
10.10.23

MAP

LDN

The Rise of Female Wealth: Future Opportunities in the Wealth Management Industry

Private Banking

Instinctif Partners, 65 Gresham St, London EC2V 7NQ
09:00 - 11:00
23.05.23
LDN

MAP

LDN

Succeeding with Sponsorships

Private Banking

JM Finn 25 Copthall Avenue London EC2R 7AH
09:00 - 11:00
23.03.23
LDN

Latest Strategies

Strategy
Jun 4
10 min read

Why ESG will matter in a post-Covid world

Strategy
Jan 8

Wealth of Opportunity: Diversity and Entrepreneurship

Strategy
Dec 9

Innovation in Financial Services

Strategy
Jun 29

A Rich Message in the Stars

View more Strategies

Latest Tactics

Tactic
Jul 14

J.P. Morgan private bank hires two new top marketers

Tactic
Mar 2

HSBC Global Private Bank hires UBS, Fidelity marketer for global role

Tactic
Jun 25

Generating New Business via Brand Differentiation

View more Tactics

Latest On Demand

On Demand
Jan 12

Attracting Mass Affluent Investors With the Right App

On Demand
Oct 26

Mind the Gender Gap

On Demand
Jul 7

Why marketing can make or break digital wealth management

View more On Demand

Members of this community

Meet other marketers from the Private Banking and Wealth Management community.

Companies in this community

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Committee

Hannah Holden

Head of Marketing

EFG Harris Allday

Communities: Asset Management, Brand Strategy, Corporate Communications, Digital & Direct, General, Corporate and Investment Banking

Jane Parry

Head of Marketing and Communications

Canaccord Genuity Wealth Management

Communities: Digital & Direct, Corporate Communications, Brand Strategy

Kirsten Burt

Consultant - Global Wealth Marketing Strategist

KBurt Consulting

Communities: Asset Management

Oliver Tregoning

Head of Marketing

JM Finn

Sasha Dabliz

Head of Marketing

Waverton Investment Management

List of members

Abi Mauger

Digital Marketing Executive

Sanlam Private Wealth

Communities: Digital & Direct, Brand Strategy

AF

Adam Fall

C. Hoare & Co.

Adam Vile

Head of Package Solutions

Excelian

Communities: Asset Management, Fintech

Adrian Whittaker

Corporate Sales Director

myhomemove

Communities: Mortgages, Insurance, Corporate and Investment Banking, Brand Strategy, Asset Management, Retail Banking

Aidan Lisser

Chief Marketing Officer

Investec Wealth & Investment

Communities: Corporate Communications, Asset Management

AC

Alastair Conway

Chief Executive

James Hay

Communities: Life & Pensions, Asset Management

Alex Cooke

Marketing Officer

Willson Grange Limited

Communities: Life & Pensions, Mortgages, Corporate Communications, General, Brand Strategy, Digital & Direct

Alex Hammond

Managing Director

Also Communications

Communities: Mortgages, Digital & Direct, Corporate Communications, Retail Banking, Brand Strategy

Alex Palmer

Events Director

Kina Events

Communities: Asset Management

AR

Alex Rhys-Jones

Head of Marketing Communications

Winton

Communities: Corporate and Investment Banking, Asset Management

AW

Alex Weller

Above Digital Ltd.

Communities: Mortgages

AB

Alex Brown

weber shandwick

Communities: Asset Management, Corporate and Investment Banking, Insurance, Life & Pensions, Brand Strategy, Corporate Communications, Digital & Direct, General

AH

Alexandra Hoppe

Senior Marketing Manager

Sanlam Private Investments

AD

Alison Drury

Marketing Manager - Media

Sanlam Private Wealth

AD

Alison Dyson

Head of Communications - Europe

Legg Mason Global Asset Management

Communities: Corporate Communications, Asset Management

AG

Alison Graham

Head of Banking Product Team

Citibank