FORUM REGISTRATION(295 per person or 3 TIX for 595)


   Wednesday, 13 November, 2019        8:00 AM to 12:45 PM GMT

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                1 Oliver's Yard
               55–71 City Road
             London EC1Y 1HQ                              United Kingdom



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             Financial Marketing 2020:               Right Connection - Right Audience

Join The Gramercy Institute along with London’s leading financial services marketing minds for a morning of engaging discussion, presentations & idea sharing.


8:00: Breakfast is Served 

8:30: OPENING REMARKS: Keynote Presentation: The Top Ten Trends in Financial Marketing in 2020

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

9:00: PANEL: POWER OF BRAND:  What Makes a Great Financial Brand in 2020

  • Richard Alpert, Principal, Crimea River, Ltd.
  • Margaret Delesalle, Gloabal Marketing, Private Bank, J.P. Morgan Asset Management
  • Twink Field, CEO & Founder, White Marble Marketing
  • Katerina Rabava, Marketing Lead,  EMEA & APAC, BNY Mellon Corporate Trust
  • Additional Panelists to Be Announced

9:40: PRESENTATION: The Power of Content in Financial Marketing Today

  • Theo Casey, Managing Director, Marketcolor

10:00: BREAK: Coffee & Conversation

10:20: PANEL: SMART CONNECTIONS: Media & Content Strategies in Asset Management 

  • Emily Askham, Head of Retail & Wholesale Marketing, Global, AXA, AXA Investment Managers UK Limited
  • Janet Du Chenne, Editorial Director, Digital Marketing Lead & Sec, Deutsche Bank
  • Claire Evans, Head Content Solutions, Director, UBS Asset Management
  • Niels Footman, Managing Director, UK & Europe, Copylab

11:00: PRESENTATION: Connecting with Financial Audiences Through Authentic Touchpoints

  • Katie Spreadbury, Director, Vested

11:20: GROUP DISCUSSION: MARKETING INNOVATION: Tapping the Team for Financial Marketing Excellence

Audience of financial services marketing professionals responds to an in-depth group discussion on the subject of innovation in financial marketing and why it matters to marketing success (and the future of our industry).

11:45 FOCUS PANEL: Understanding Financial Advisers & Marketing to Their Needs

Financial Advisers “chime in” to explain the professional routines and challenges of financial advisers today and share perspective on how advisers tend to respond to marketing messaging from asset management firms and others. 
  • Holly Black, Senior Editor, Morningstar (moderator)
  • Andy Maher, Founder, Maher Brownsword
  • Anna Sofat, Founder, Addidi Wealth

12:45 Closing Remarks

1:00 Forum Closes



The Gramercy Institute is pleased to announce it is time to nominate the best and brightest marketers from major financial brands for The Gramercy Institute's London's Rising Stars in Financial Marketing award program. Nominations are now being accepted.

The Gramercy Institute's London's Rising Stars will be honored at a special award presentation reception at Thomson Reuters headquarters in London on the evening of Tuesday, 14 January, 2020.
If you know a rising star marketer at a major financial brand-please submit a nomination.



Samantha Wreaks
Gramercy Institute