Communities | View All

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.

https://thefsforum.co.uk/wp-content/uploads/2015/05/WisdomTree-UK-Limited.png
https://thefsforum.co.uk/wp-content/uploads/2015/05/Waverton-Investment-Management-Limited.png
https://thefsforum.co.uk/wp-content/uploads/2015/05/EFG-Harris-Allday.jpg
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

https://thefsforum.co.uk/wp-content/uploads/2015/05/EFG-Harris-Allday.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/Waverton-Investment-Management-Limited.png
https://thefsforum.co.uk/wp-content/uploads/2015/05/WisdomTree-UK-Limited.png

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

Andrew Scott

Digital Marketing Consultant

White Marble Marketing

Communities: Asset Management, Performance Marketing

Andy Glazier

Partner

Glazier Research & Consulting Ltd

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

AM

Andy Moody

Chief Commercial Officer

Leeds Building Society

Communities: Mortgages, Asset Management, Retail Banking

AC

Anna Carless

Director

Smarsh

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

AP

Arianna Powell

Marketing Manager

Sanlam Private Wealth

AJ

Ashley Janes

Head of Proposition Strategy

Openwork

Communities: Mortgages, Insurance, Life & Pensions, Performance Marketing, Corporate Communications, Asset Management

BN

Brodie Neader

Lombard Odier Investment Management

Communities: Asset Management, Brand Strategy, Performance Marketing

Bartosz Golba

Senior Analyst

Verdict Financial

Communities: Asset Management

BM

Ben MacGregor

Director

Focaldata

Communities: General, Retail Banking, Mortgages, Life & Pensions, Insurance, Asset Management, Brand Strategy, Performance Marketing, Corporate Communications, Private Banking

BP

Bhaven Patel

ComPeer

Communities: Asset Management

BP

Bhaven Patel

Business Development Director

Disclosed

Communities: Asset Management, Performance Marketing

Brian Brown

Head of Insight (Banking & GI)

Defaqto Ltd

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

BB

Brittany Bjornerud

Optimity Advisors

Communities: Asset Management, Retail Banking

CT

Caitlin Thomas

Head Of Marketing

C. Hoare & Co.

CD

Caroline Deutsch

Corporate Marketing Director EMEA

SEI

Communities: Asset Management, Corporate Communications

Caspian Woods

Consultant Content Strategist

Communities: Mortgages, Insurance, Life & Pensions, Performance Marketing, Corporate Communications