Event Summaries

Key takeaways from each of our events

Latest Event Summaries

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 70 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

0 104 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

0 113 Views


The CEO Challenge

For our final event in 2018, we looked at the state of wealth management in the UK and what firms can do in times of demographic changes. Alex Reidegeld provides a summary of the event.

Trends in ...

Private Banking and Wealth Management

0 185 Views


Event Summary: The Pensions Dashboard: Will It Be A Game-Changer?

The Pensions Dashboard: Will It Be A Game-Changer?

Tuesday 20 November 2018
Hosted by: Publicis.Sapiens

 

Speakers: Matthew Burrell (ABI), Clare Reilly (PensionBee), Greg McClymont (BC&...

0 282 Views


Event Summary: How Worried Should We Be?

How Worried Should We Be?
Thursday 15 November 2018
Hosted by: Bloomberg

 

Speakers: Simon Fitzpatrick (Cicero), Rebecca Park (UK Finance), Jonathan Tyce (Bloomberg)
Chair: Charlie Ansdell (...

0 469 Views


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