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.

Latest Events

Latest Strategies

Latest Tactics

Latest 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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Chairperson

John Elder

Founding Partner

Family Office Advisors LLP

Committee

CD

Christopher Dean

Head of Marketing

Sanlam UK

Hannah Holden

Head of Group Marketing

EFG Harris Allday

Jane Parry

Head of Marketing and Communications

Canaccord Genuity Wealth Management

Kirsten Burt

Consultant - Global Wealth Marketing Strategist

KBurt Consulting

Communities: Asset Management

OT

Oliver Tregoning

Head of Marketing

JM Finn

SD

Sasha Dabliz

List of members

AJ

Alison Jones

Trade Marketing Manager

Global Radio

Communities: Asset Management


AP

Alison Page

Director of Commercial Category and Enterprise

Global Radio

Communities: Asset Management


Alistair Welham

Aegon UK


AD

Alpesh Doshi

Redcliffe Capital

Communities: Fintech, Asset Management


Alun Williams

Commercial Director, Savings

Shawbrook Bank


AF

Amanda Flack

Marketing Manager (Services)

Defaqto


Andrea Marheineke

Marketing Manager

James Hay

Communities: Brand Strategy, General


AM

Andrea Melville

Group Propositions Director

Lloyds Banking Group


AW

Andrea Webb

Research & Strategy

Financial Software Ltd


AD

Andrew Davies

Co-founder and CMO

idio Limited



AH

Andrew Humphries

Marketing and Communications Director

St James's Place Wealth Management




Andrew Scott

Digital Marketing Consultant

White Marble Marketing


Andy Glazier

Partner

Glazier Research & Consulting Ltd