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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

MM

Maria McCoy

Group Account Director

Ptarmigan Media Ltd

Communities: Life & Pensions, Asset Management

MB

Mark Brandis

Managing Partner

Libertine London Ltd

Communities: Asset Management, Corporate Communications, Brand Strategy, Fintech, Private Banking

Mark Kershaw

Financial Services Video Account Manager

Spectrecom Films

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

MK

Mark Knight

Director

Four Broadgate

Communities: Insurance

MT

Mark Treacy

Account Director - Financial Services

LinkedIn

Martin Brown

New Business Director

King & Tuke Ltd, Creative and Brand Agency

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

MT

Martin Thomas

COO

Coutts & Co

MW

Martin Wiggins

Managing Director

brandformula

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

MW

Matt Woodford

Global Client Services Director

Ptarmigan Media Ltd

Communities: Life & Pensions, Asset Management, Fintech, Corporate and Investment Banking, Brand Strategy

MG

Michael Gwilliam

Regional Marketing Manager, EMEA and APAC

Thunderhead

Communities: Digital & Direct, Corporate Communications, Retail Banking, Insurance, Mortgages, Life & Pensions

MP

Michael Pilgrim

CEO and founder

Highbrook Media

Communities: Insurance, Corporate and Investment Banking, Corporate Communications

MS

Michael Stafford

Stafford Wealth Management

Michael Worledge

Head of Financial Services Research

Harris Interactive

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

MK

Michelle Kearns

Business Operations Manager

C. Hoare & Co.

Mina Seetharaman

Global Director, Content Strategy

The Economist Group

Mirko Boettcher

Consultant

Communities: Asset Management, Retail Banking, Digital & Direct, Fintech