Private Banking and Wealth Management


217

Members

Most active members

Chairperson

John Elder

Managing Director

Knox Investment Consulting

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 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


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


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


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: E

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: E

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


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


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