Private Banking and Wealth Management


233

Members

Most active members

Chairperson

John Elder

John Elder

Managing Director

Knox Investment Consulting

Abi Mauger

Abi Mauger

Digital Marketing Executive

Sanlam Private Wealth


Adam Fall

C. Hoare & Co.


Adam Vile

Adam Vile

Head of Package Solutions

Excelian

Communities: Asset Management, Fintech



Aidan Lisser

Aidan Lisser

Chief Marketing Officer

Investec Wealth & Investment


Alastair Conway

Chief Executive

James Hay


Product and Service Innovation in Financial Services

As part of The Forum’s regular 60 Seconds article – a collection of Member comments on a particular theme of relevance to the financial services marketing community – we asked you for your thoug...

Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, General Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking

10


All Aboard: How Challenger Banks Can Attract More Customer Deposits

Kevin Mountford, CEO of PBF Solutions examines the key approaches that challenger banks should take to attract and retain new customer deposits

What’s the main challenge facing any challenger ban...

Brand Strategy, Private Banking and Wealth Management, Retail Banking

0


The Disruption Revolution

We are at the beginning of a financial services revolution. True disruption in the sector is only just starting to take shape. Amazon, eBay, Expedia, Uber and Betfair all changed the face of the marke...

Asset Management, Corporate and Investment Banking, Fintech, General Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking

21


What does client focus mean in the private banking context?

How do the client strategies of the world's leading private banks compare? Major gaps in client strategy mean private banks and regulators still have work to do to achieve client focus in the sector.
...

Private Banking and Wealth Management

0


Do HNW clients get the service they deserve?

Is the drive for revenue across private banks and wealth managers impacting on the quality of service we offer our clients? What should we be delivering and what should they expect from a premium serv...

Private Banking and Wealth Management

0


Doing Well by Doing Good: Event Summary

What springs to mind when you think of millennials? “Lazy”, “restless” and “Peter Pan-like” are some popular stereotypes. But by many measures, this generation is also the most socially an...

Brand Strategy, Private Banking and Wealth Management

0


Innovations in Sustainable & Impact Investing

Your investments have an impact on the world, for better or for worse. Sustainable investing is about minimizing the harm and maximizing the good that your investments generate.

Dr James Gifford ou...

Private Banking and Wealth Management

0


Doing Well by Doing Good: The Millennial Perspective

Millennials are driving the nearly $9 trillion sustainable investment market. In her presentation at the Financial Services Forum event "Next Generation Appeal: Doing well by doing good", Natalie Orri...

Private Banking and Wealth Management

0


Open Banking Business Research

As part of its retail banking market investigation, the Competition and Markets Authority (CMA) concluded that older and larger banks do not have to compete hard enough for the banking business of p...

Private Banking and Wealth Management, Retail Banking

0


The Changing Face of the Front Office – Event Summary

The most important front office development in the past five years?

One of the most striking results from The Front Office of the Future survey (by Compeer and IRESS) is that over half of the respo...

Private Banking and Wealth Management

0


The Wealth Check – Global Content Creation and Delivery

Our recent Private Banking and Wealth management session examined results from two recent UBS millionaires and billionaires reports. It will focus on how to create a strong thought-leadership platform...

Private Banking and Wealth Management

0


Jun
21
LDN

Generating New Business via Brand Differentiation

We look at branding in the PBWM sector.

How can PBWM businesses differentiate themselves from competitors that offer similar products and services? Not just challenger brands offering new business...

Available to: E

Private Banking and Wealth Management

0


Apr
19
LDN

Commercial Excellence and Customer Satisfaction

In an era where banks will have to compete to retain front-facing customer relationships, innovative strategies for enhancing customer loyalty and reducing churn must be employed.

Join our experts ...

Available to: E

Corporate and Investment Banking, Fintech, Private Banking and Wealth Management, Retail Banking

0


Feb
02
LDN

Next Generation Appeal. Doing Well by Doing Good

Millennials are set to benefit from one of the largest wealth transfers that has ever been seen, and by 2020, the global millennial wealth could stand at USD 24trn (UBS, June 2017). Therefore, it is c...

Available to: EA

Private Banking and Wealth Management

0


Dec
14
LDN

The Challenge of Low-Cost Non-Advice Platforms

With the continued success of the Robo Advisers and the recent launches of super-low-cost alternatives what are the implications for traditional Investment Management Services?

For some, the simple...

Available to: EA

Private Banking and Wealth Management

0


Oct
05
LDN

MiFID II: Are You Ready?

With MiFID II just around the corner, how are asset managers, wealth managers and private banks preparing for the wide-ranging regulatory changes - and what can they learn from each other? What’s th...

Available to: E

Asset Management, Private Banking and Wealth Management

1


Jun
22
LDN

The Changing Role of the Front Office

The Front Office is one of the most expensive departments of a wealth management firm, yet firms' performance across key business and client metrics in this area is very variable.

In this round...

Available to: E

Private Banking and Wealth Management

0


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