Event Summaries

Key takeaways from each of our events

Latest Event Summaries

What should the investment industry do about its reputational crisis?

Prior to some recent high-profile incidents hitting the press (most importantly Woodford but also smaller companies like London and Capital), the asset management and private banking and wealth manage...

Private Banking and Wealth Management

0 5 Views


The Influencer Ecosystem

What springs to mind when the term ‘Influencer Marketing’ is used? For many (myself included), the latest Love Island finalists Instagram Live-ing their upcoming make-up line is the first image to...

Brand Strategy

0 109 Views


Getting Through to the C-Suite

The upper ranks of asset management companies tend to be occupied by fund managers and finance professionals. What does it take for a marketer to get there? As senior marketers in asset management fir...

Asset Management, Private Banking and Wealth Management

0 229 Views


Does your brand have a purpose?

Inspired by some great case studies, marketers have become increasingly excited about the need to define and maintain a high-level corporate purpose. But in a field where authenticity is all-important...

Brand Strategy

0 225 Views


Marketing 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 w...

Private Banking and Wealth Management

0 229 Views


Out with the New, In with the Old

Older consumers are the fastest growing segment of the UK population and control one- third of the country’s total wealth, yet the financial services sector seems obsessed with ‘millennials’ and...

0 311 Views


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