Acquisition Strategies in Private Banking and Wealth Management

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Customer acquisition strategies have grown in importance in the private banking and wealth management sector as there is little new money in the market. What can be learned from other sectors who attract high profile customers? What strategies can you adopt in the rapidly emerging world of social media?

Speakers Include:

John Elder, Partner, Family Office Advisors LLP (Chair)

Graham Aikin, Owner, HNW Social Media Solutions Limited

Graeme Cowie, Director, Kubera Wealth

Hugh Tottenham, Client Director, Heartwood


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