Private Client Academy

The Private Client Academy provides membership for private client professionals to help them improve their careers; gaining insight, knowledge and expertise into servicing global private clients such as UHNWs, HNWs, HVRs, entrepreneurs, family offices and family businesses.

Wherever you are on your career flight path, Dr Gibson's Private Client Academy will give you access to a wealth of scientific resources such as models, tools, know-how and processes, which will help you achieve your goals and ambitions.

 

Gold Membership (£150 per year)

Platinum Membership (£365 per year)

 

"Dr Gibson is an extremely genuine guy, who I have known for over a decade, as both a colleague in the investment management firm Ashburton Investments and as a visiting lecturer at JIBS. A great wealth management marketer and goldmine of useable knowledge."
Gavin Fraser, Degree Academic Director, Jersey International Business School

Dr Gibson's knowledge base is founded upon past, present and future scientific and commercial qualitative face-to-face in-depth interviews and quantitative research studies.

Global Private Clients and Family Offices

Dr Gibson has interviewed hundreds of global UHNWs, HNWs, HVRs, entrepreneurs and family offices. During 2018 he is interviewing a further 180 UHNW/HVRs in the UK, Jersey, Guernsey and the Isle of Man and 75 wealth management professionals into private client emotional behaviour, client experience, relationships, trust, loyalty, digital technology, banking, traditional investments (funds, bonds, equities), alternative investments (hedge funds, ETFs, cypto-currencies), collectibles (art, classic cars, fine wine etc.), trust and corporate services, treasury and FX, philanthropy, impact investing, succession planning, next generation, education, real estate, global trends and thought leadership.

Sectors

Private Wealth Management, Private Banking and Investment Banking, Trust and Estates, Corporate Services, Funds and Fund Administration, Investment and Asset Management, Life Insurance and Pensions, International Legal Services, Accounting and Tax Services, Stockbroking, Finance and Lending, Capital Markets, Custody, Treasury, FX and Global Payments, Digital, Wealth Technology and FinTech, Philanthropy, Collectibles - Art, Classic Cars, Fine Wine, Aviation, Yachting, Luxury Goods and Services.

Global Markets

The Academy welcomes individuals from across the world including UK; Channel Islands; Switzerland; Germany; France; United States; Canada; Sub-Saharan Africa; GCC States; India; China; Singapore; Japan, etc.

"The extensive research studies into the emotional behaviours of UHNWs and family office strategy by Dr Stuart Gibson are incredibly insightful. I have known Dr Gibson for a number of years as a university lecturer colleague and at GPFO we are very pleased to be working with Dr Gibson on a number of major research studies into family offices."
Dr Michael Oliver, Global Partnership Family Offices

Q: Why should I become a member of the Private Client Academy?

A: The new Private Client Academy dramatically benefits private client professionals in the private banking and wealth management industry, helping them acquire, retain, develop and service private clients … helping you to do a better job, become even more professional and advance your career in terms of promotion and financial goals.

Q: Who should join the Private Client Academy?

A: Private client and wealth management professionals such as private bankers, investment bankers, relationship managers, client advisers, wealth managers/advisers, financial advisers, trust managers/administrators, family office professionals, business development professionals, marketing professionals, private client lawyers, private client accountants, tax advisers, private client estate agents, private client service providers ... in fact anyone who provides a service to private clients.

Q: What do I get as a member?

A: As a member of the Private Client Academy you will get exclusive access to valuable knowledge, insight and know-how intelligence on how to acquire, retain, develop and service private clients.

The membership programme will be delivered over a 12 month period; you will get … 

  • Exclusive insight into the minds and DNA of global private clients (UHNWs, HNWs, HVRs, entrepreneurs and family offices), in order to understand and anticipate their unique needs, emotional behaviours, key drivers, challenges, passion and ambition
  • The latest private client and family office global research studies
  • A series of white papers and briefing reports on global wealth management 
  • Wealth management reference cards and handbooks 
  • A framework of scientifically designed tools, techniques, concepts and models to acquire, retain and service private clients more effectively

… enabling you to:

  • Significantly improve your career prospects - both through advancement and financially
  • Acquire the nesessary skills and insights to help you further develop your core competencies
  • Successfully acquire new private clients, increase existing client commitment, ‘share of wallet’ and cross-buying opportunities
  • Strengthen long-term collaborative trusted relationships with private clients
  • Create trust and communicate more effectively with private clients and family offices
  • Reduce private client service failures and improve private client service quality
  • Successfully deliver digital private client service  
  • Increase your expertise and the ‘softer skills’ required to deal with the different types of private clients 
  • Generate increased revenue and profit for your business or organisation
  • Achieve a competitive advantage
  • Contribute to your CPD (Continuous Professional Development) 

"Over the past 14 years, I have had the pleasure of regularly working with Dr Stuart Gibson, in a variety of capacities but always on marketing strategies in international markets, often with an emphasis on Africa. Stuart has proven to be a highly knowledgeable expert in business development strategy in the wealth management sector. He is very focussed on the commercial value he adds and I am absolutely delighted to recommend him."
Trevor Falle - former CEO FirstRand

 


Gold Membership

Over a 12 month period you will:

  • improve your career prospects - through promotion and/or financial reward
  • learn how to improve your private client acquisition and retention
  • learn how to service private clients more efficiently gaining their trust and loyalty
  • access to a series of wealth management white papers
  • access to a collection of handbooks for wealth management professionals
  • access to a programme of tools, reference cards and know-how covering all aspects of private client strategy

… all designed to help you further generate more revenue and profit for your business through acquisition, retention, development and servicing of private clients.

All this for an annual membership of £150 per year.

Join today to make a difference to your professional ambition. Start right now; see below.


Platinum Membership

In addition to the Gold Membership, you will also:

  • access the acadaemy research centre, covering all empirical research by Dr Stuart Gibson on private banking and wealth management client engagement strategy
  • access the academy knowledge centre, where you will find wealth management client strategy tools, techniques, concepts and models developed by wealth management expert Dr Stuart Gibson in order to win UHNW business and gain trusted relationships
  • have personal interaction with Dr Stuart Gibson

… all designed to help you further generate more revenue and profit for your business through acquisition, retention, development and servicing of private clients.

All this for an annual membership of £365 per year.

Join today to make a difference to your professional ambition. Start right now; see below.

"Dr Stuart Gibson taught me on the BA (Hons) Financial Services degree for three years, he is an extremely inspirational educator, approachable and shared his expertise in financial services customer strategy. I was also very fortunate to later work with Dr Gibson and he has helped me get to where I am today in my professional career. I would strongly recommend him."
Eleanor Mulligan, Senior Business Development Executive, Mourant Ozzanes

 


Q: Should I join up to the Gold Membership or the Platinum Membership?

A: Either level will deliver improved insight into private client behaviour and give you the tools to acquire, retain, develop and service private clients more effectively. Below is a comparison of the two membership levels, to help you decide.

Gold Membership (£150 per year)

  • Improve your career prospects - through promotion and/or financial reward
  • Learn how to improve your private client acquisition and retention
  • Learn how to service private clients more efficiently gaining their trust and loyalty
  • Access to a series of wealth management white papers
  • Access to a collection of handbooks for wealth management professionals
  • Access to a programme of tools, reference cards and know-how covering all aspects of private client strategy

Don't delay, become a Gold Member of the Private Client Academy today

Platinum Membership (£365 per year)

  • Improve your career prospects - through promotion and/or financial reward
  • Learn how to improve your private client acquisition and retention
  • Learn how to service private clients more efficiently gaining their trust and loyalty
  • Access to a series of wealth management white papers
  • Access to a collection of handbooks for wealth management professionals
  • Access to a programme of tools, reference cards and know-how covering all aspects of private client strategy
  • Access the academy research centre, covering all empirical research by Dr Stuart Gibson on private banking and wealth management client engagement strategy 
  • Access the academy knowledge centre, where you will find wealth management client strategy tools, techniques, concepts and models developed by wealth management expert Dr Stuart Gibson in order to win private client business and gain trusted relationships
  • Have personal interaction with Dr Stuart Gibson

Don't delay, become a Platinum Member of the Private Client Academy today

If you’re serious about improving your private client strategy knowledge and intelligence and want to achieve your professional ambition … then you are 1 step away from starting today.


We look forward to you joining us.

Gold Membership (£150 per year)

Platinum Membership (£365 per year)