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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

JW

John Wilkinson

MD

John Wilkinson Consultancy Ltd

Communities: Life & Pensions, Digital & Direct

Jonathan Helm

Head of Business Development

Man Bites Dog Limited

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

Julian Brewer

Head of Digital Marketing & Analytics, Global

Schroders Plc

Communities: Digital & Direct, Asset Management

JE

Julie Evans

Senior Communications Manager, Commercial & Campaigns

AXA Wealth

Communities: Corporate Communications

Jd

Julien de La Seigliere

Channel Marketing Manager, EMEA

Northern Trust Asset Management

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

Justin Mould

Managing Director

Fin International

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

JP

Justin Potts

TransPerfect

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

KB

Karen Bennett

Nedbank Private Wealth

Communities: Asset Management, Brand Strategy, Digital & Direct

KS

Katarina Stefanovic

Head of Retail Strategy

Lloyds Banking Group

KD

Kate Dixon

Senior Marketing Manager

Investec Wealth & Investment

Communities: Asset Management

KM

Kate Mallinder

Senior Marketing Executive

Architas

KB

Katherine Batchelor

Digital Marketing Manager

Close Brothers Asset Management

Communities: Digital & Direct, Life & Pensions, Fintech

KK

Katie Khan

Raphaels Bank

Communities: Brand Strategy, Corporate Communications, Digital & Direct, Retail Banking, General, Fintech

Keith Carby

Executive Chairman

Maibridge Ltd

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

KR

Kenna Roberts

Head of Marketing Operations, EMEA

T. Rowe Price International

Communities: Brand Strategy, Asset Management, Digital & Direct

Kevin Mountford

Chief Executive Officer

Raisin UK

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