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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

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

MAP

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

Private Banking

Instinctif Partners, 65 Gresham St, London EC2V 7NQ
09:00 - 11:00
10.10.23

MAP

LDN

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

Private Banking

Instinctif Partners, 65 Gresham St, London EC2V 7NQ
09:00 - 11:00
23.05.23
LDN

MAP

LDN

Succeeding with Sponsorships

Private Banking

JM Finn 25 Copthall Avenue London EC2R 7AH
09:00 - 11:00
23.03.23
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
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, Digital & Direct, General, Corporate and Investment Banking

Jane Parry

Head of Marketing and Communications

Canaccord Genuity Wealth Management

Communities: Digital & Direct, 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

GC

Georgina Calder

Head of Financial Services – Client and Agency Development

Global Radio

Communities: Asset Management

GP

Ghislaine Perry

Group Head of Marketing, Marketing

Brooks Macdonald

Communities: Digital & Direct, Asset Management, Fintech

Gill Cardy

Insight Consultant (Wealth Management)

Defaqto

Communities: Asset Management, Digital & Direct, Retail Banking, Life & Pensions

Greg Welch

Client Services Director

SapientNitro

Communities: Retail Banking, Insurance, Asset Management, Life & Pensions, Brand Strategy, Digital & Direct, Fintech

GG

Gurpreet Garcha

Partner

Gulland Padfield

Hannah Holden

Head of Marketing

EFG Harris Allday

Communities: Asset Management, Brand Strategy, Corporate Communications, Digital & Direct, General, Corporate and Investment Banking

Harry Maxwell

Senior Director

Seismic

Communities: Asset Management, Corporate and Investment Banking, Digital & Direct

HP

Helen Park-Weir

Head of Marketing UK

EFG Private Bank Ltd

Communities: Brand Strategy, Corporate Communications

Helen Westbrook

Head of Marketing - Europe and Middle East

HSBC Private Bank

HO

Hélène O'Brien

Marketing Communications Manager

Canada Life

Communities: Asset Management, Fintech

HW

Henry Weston-Davies

Gulland Padfield

HK

Hermish Kumar

Head of Performance and Market Insight

Lloyds Banking Group

Communities: Mortgages, Retail Banking, Brand Strategy, Digital & Direct, Asset Management, Corporate and Investment Banking, Insurance, Life & Pensions

JA

James Anderson

IRESS

Communities: Mortgages

James Edsberg

Partner

Gulland Padfield

Communities: Corporate and Investment Banking, Asset Management, Brand Strategy, Corporate Communications, Retail Banking, Digital & Direct, General

JH

James Howell

Senior Manager

Accenture

Communities: Asset Management, Fintech

Jamie Brookes

Head of Communications & Marketing, Business Banking Switch

Natwest Group

Communities: Corporate Communications, Asset Management