Event Summaries

Key takeaways from each of our events

Latest Event Summaries

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

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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...

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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

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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&...

0 455 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 (...

0 635 Views

Event Summary: Autumn Members’ Conference 2018

Autumn Members’ Conference: Marketing Strategies Today, For Tomorrow’s World

Tuesday 13 November 2018
Venue: BT Centre


Speakers: John Hoffmire (Oxford University and University of Wis...

0 360 Views

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