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

https://thefsforum.co.uk/wp-content/uploads/2015/05/capital.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/cazenove.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/efg.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/family-office.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/handelsbanken.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/investec.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/james-hay.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/jm-finn.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/old-mutual.jpg
https://thefsforum.co.uk/wp-content/uploads/2015/05/sanlam.jpg

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

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


Gill Cardy

Insight Consultant (Wealth Management)

Defaqto


Greg Welch

Client Services Director

SapientNitro


GG

Gurpreet Garcha

Partner

Gulland Padfield


Hannah Holden

Head of Group Marketing

EFG Harris Allday


Harry Maxwell

Senior Director

Seismic


HP

Helen Park-Weir

Head of Marketing UK

EFG Private Bank Ltd


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


JA

James Anderson

IRESS

Communities: Mortgages



JH

James Howell

Senior Manager

Accenture

Communities: Asset Management, Fintech


Jamie Brookes

Head of Communications & Marketing, Business Banking Switch

Natwest Group