Top 10 Tips: Marketing to make a difference for your Front Office


PBWM companies rely on the front office to cross-sell and up-sell, but marketing is an essential and integral part of the business.

How can marketing establish an effective, coherent relationship with the front office, to enhance continued business growth? How do you maximise your strategic marketing function to support the business growth process? How can you enhance and exploit the resources you currently have at your fingertips, to deliver greater success?

This session will bring together experienced Heads of Front Office / Private Clients and a senior Head of Marketing to come up with 10 practical tips for attendees to take away to get the best out of their relationship with their Front Office.

Speakers include:

Kirsten Burt, Executive Director, Head of Marketing, UK & Jersey, UBS Wealth Management

Holly Harvey, Head of Communications, Reditum Capital

Chair: John Elder, Managing Partner, Family Office Advisors LLP

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