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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

Jane Parry

Head of Marketing and Communications

Canaccord Genuity Wealth Management

Communities: Digital & Direct, Corporate Communications, Brand Strategy

Jason Chapman

Managing Director

Willis Owen

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

JJ

Jason Jarvis

Head of Client Propositions & Marketing

Duncan Lawrie Private Bank

Joel Bransfield

Growth Director - Finance

Mediaworks

Communities: Private Banking, Fintech, Retail Banking, Brand Strategy

JS

Jayne Spademan

Head of UK Marketing

Cazenove Capital Management

Communities: Retail Banking, Asset Management, Brand Strategy, Digital & Direct

JS

Jaz Saggu

Chief Operating Officer

Pro Insurance Solutions

Communities: Insurance

JS

Jeff Scott

Chief Executive

Santander Asset Management UK

Communities: Life & Pensions, Corporate and Investment Banking, Asset Management

JB

Jennifer Blanco

Nasdaq

Communities: Asset Management

JH

Jeremy Hayward

Marketing Strategy Director

Lloyds Banking Group

Communities: Mortgages, Corporate and Investment Banking, Digital & Direct, Brand Strategy, Retail Banking

Jess Lepore

equimedia

Communities: Digital & Direct, Corporate and Investment Banking

JT

Jessica Talbot

HSBC Private Bank

Jet Cooke

Head of Marketing - End Investor

Fidelity International

Communities: Asset Management, Digital & Direct, Brand Strategy, Retail Banking

Jo Merecido

Head of Group Marketing and Business Development

Leap (Loveurope and Partners)

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

Frances Gordon

Head of Business Development

Simplified Communication

Communities: Insurance, Retail Banking, Brand Strategy

John Gilbert

Chief Executive

JGFR Ltd

Communities: Corporate and Investment Banking, Corporate Communications, Life & Pensions, Retail Banking, Mortgages

JC

John Cobbold

Crowe Horwath Global Risk Consultancy

Communities: Asset Management, Insurance, Retail Banking