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

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


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


CG

Chloe George

Communications Manager

AXA Wealth