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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

When Two Become One – Brand Partnerships & Co-Marketing in the Asset & Wealth Sector

Private Banking

Venue To Be Confirmed
09:00 - 11:00
12.03.26
LDN

MA

LDN

What Triggers Clients to Take Financial Action?

General, Private Banking

Publicis Sapient, 63 Turnmill Street, London, EC1M 5RR
09:00 - 11:00
03.06.25
LDN

MA

LDN

How RBC Wealth Management Modernised Customer Acquisition & Engagement

General, Private Banking

The Ivy Market Grill, 1a Henrietta St, London, WC2E 8PS
08:30 - 10:30
15.05.25
LDN

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

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
Jun 16

EQT Group hires J.P. Morgan veteran as CMO

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, Performance Marketing, General, Corporate and Investment Banking

Jane Parry

Group Chief Marketing Officer

Canaccord Wealth

Communities: Performance Marketing, 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

AG

Alison Graham

Head of Banking Product Team

Citibank

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

Director of Marketing & Communications

NOW: Pensions

Communities: Asset Management, Life & Pensions, Brand Strategy, Performance Marketing

AD

Alpesh Doshi

Redcliffe Capital

Communities: Asset Management

Alun Williams

Commercial Director, Savings

Shawbrook Bank

Communities: Mortgages, Insurance, Corporate Communications, Asset Management, Retail Banking, Brand Strategy, Performance Marketing

AF

Amanda Flack

Marketing Manager (Services)

Defaqto

Communities: Corporate and Investment Banking, Life & Pensions, Performance Marketing, Insurance, Retail Banking

Andrea Marheineke

Marketing Manager

James Hay

Communities: Brand Strategy, General

AM

Andrea Melville

Group Propositions Director

Lloyds Banking Group

Communities: Insurance, Life & Pensions, Retail Banking, Mortgages

AW

Andrea Webb

Research & Strategy

Financial Software Ltd

Communities: Asset Management, Corporate and Investment Banking

AD

Andrew Davies

Co-founder and CMO

idio Limited

Communities: Asset Management, Corporate and Investment Banking, Insurance, Retail Banking

Andrew Gough

CREALOGIX

Communities: Asset Management, Retail Banking, Corporate and Investment Banking

AH

Andrew Hodge

Management Consultant

Deloitte Digital

Communities: General, Life & Pensions, Insurance, Performance Marketing, Asset Management, Retail Banking

AH

Andrew Humphries

Marketing and Communications Director

St James's Place Wealth Management

Communities: Performance Marketing, Corporate Communications, Brand Strategy, Asset Management

AM

Andrew Maynard-Durr

Lean Consulting

Communities: Retail Banking, Mortgages, Life & Pensions, Insurance, Asset Management, Corporate and Investment Banking, General

Andrew Porter

N/A

Communities: Mortgages, Insurance, Corporate and Investment Banking, Asset Management