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

MAP

LDN

Social Media 101: Keeping Up with LinkedIn in 2025

Private Banking


MA

LDN

Channel Surfing – The Power of Acing Content Channels

Private Banking


MAP

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

Private Banking


MAP

LDN

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

Private Banking


Members of this community

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

Companies in this community

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Committee

Jane Parry

Head of Marketing and Communications

Canaccord Genuity Wealth Management

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


AM

Andy Moody

Chief Commercial Officer

Leeds Building Society


AC

AP

Arianna Powell

Marketing Manager

Sanlam Private Wealth


AJ

Ashley Janes

Head of Proposition Strategy

Openwork


BN

Brodie Neader

Lombard Odier Investment Management


Bartosz Golba

Senior Analyst

Verdict Financial

Communities: Asset Management


BP

Bhaven Patel

ComPeer

Communities: Asset Management


Brian Brown

Head of Insight (Banking & GI)

Defaqto Ltd


BB

Brittany Bjornerud

Optimity Advisors


CT

Caitlin Thomas

Head Of Marketing

C. Hoare & Co.


CD

Caroline Deutsch

Corporate Marketing Director EMEA

SEI


Caspian Woods

Consultant Content Strategist


CE

Cecilia Egeby

Heartwood


CE

Charles Evans

Corporate Partnerships Director

McCurrach Financial Services


CD

Chloe Doyle

Head of Marketing

TwentyFour Asset Management

Communities: Asset Management