Private Banking and Wealth Management


210

Members

Most active members

Chairperson

John Elder

Managing Partner

Family Office Advisors LLP

Abi Mauger

Abi Mauger

Digital Marketing Executive

Sanlam Private Wealth


Adam Fall

C. Hoare & Co.



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 would like to ask you fo...

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


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


Pricing in a Digital World

The last two years have seen banks accelerate the delivery of value through digital solutions, although few pricing approaches have maintained the same pace. The importance of being 'relevant' to cust...

Corporate and Investment Banking, Digital & Direct Marketing, Private Banking and Wealth Management, Retail Banking

0


Global Content Creation and Delivery – Event Summary

In recent years, marketers have come under increasing pressure to create and activate ‘great content’; research or opinion pieces that are both engaging and unique, whilst delivering on business o...

Private Banking and Wealth Management

0


The Digital Shift Driving Wealth Management

The demand for digital interaction from wealth managers has hit an all time high. The global HNWI wealth landscape is forecast to top $70 trillion by 2017, growing by 7.7% annually from the end of 2...

Digital & Direct Marketing, Private Banking and Wealth Management

0


Wealth of Opportunities II

The Private Banking and Wealth Management (PBWM) industry has experienced significant growth in assets in recent years, boosting broader UK economic growth and helping individuals and families plan fo...

Private Banking and Wealth Management

0


Will the Winners Continue to Win?

Mark Hopkins, Executive Director of ORM London shares his slides from The Forum's recent Private Banking & Wealth Management event.

Present day wealth mangers' services match existing client ne...

Private Banking and Wealth Management

0


Dec
13
LDN

Private Banking and Wealth Management

We’re holding this date for the next Private Banking and Wealth Management community event.

The Steering Committee are currently considering suggestions for the editorial content and speakers ...

Available to: E

Private Banking and Wealth Management

0


Oct
05
LDN

Private Banking and Wealth Management

We’re holding this date for the next Private Banking and Wealth Management community event.

The Steering Committee are currently considering suggestions for the editorial content and speakers f...

Available to: E

Private Banking and Wealth Management

0


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


Mar
22
LDN

The Wealth Check – Global Content Creation and Delivery

Our session will examine the results from two recent UBS millionaires and billionaires reports. It will focus on how to create a strong thought-leadership platform for your brand.

How do you deploy...

Available to: E

Private Banking and Wealth Management

0


Nov
08
LDN

Will the Winners Continue to Win?

Present-day wealth managers' services match existing client needs due to a loyal satisfied and largely ageing client base.  But are these services sufficient to meet the needs of the next generation ...

Available to: E

Private Banking and Wealth Management

0


Jul
05
LDN

How does your firm’s client strategy compare with the major private banks?

What are the major global private banks doing in 2016 to improve their client service experience and to strengthen product innovation?  What will be their segment focus in 2016 and what measures are ...

Available to: E

Private Banking and Wealth Management

0


Back to top

Join FSF x FREE TRIAL
MEMBERSHIP