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Gibson Institute

Masterclass Course

Gibson Institute is the research, education and community platform of Gibson Strategy Limited, which was set up by Dr Stuart Gibson in 2011.

 

The Gibson Institute researches global private clients (HNWs, UHNWs), entrepreneurs and family offices together with global private wealth professionals, to gain deep insights into global private wealth, concentrating on thematic subjects and trends in global private wealth and private clients.

Dr Stuart Gibson has interviewed over 1,000 global private clients, family offices and private wealth professionals over a 15 year period.

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2026 Masterclass Course for Private Wealth Professionals

Client Engagement Strategy with Private Clients & Family Offices


 

Growth, Acquisition, Retention, Service, Experience & Development of Private Clients and Family Offices

This intensive thought leadership 1 Day Masterclass course, delivered by Dr Stuart Gibson will show you how to improve the growth, acquisition, retention, service, experience, development and profitability of HNWs, UHNWs, entrepreneurs, family businesses (FBs), single-family offices (SFOs) and multi-family offices (MFOs) in today’s changing and challenging times. This 1 Day Masterclass course is designed to help you build the skills necessary to implement an effective and profitable client engagement strategy for your business and a great opportunity to network with your fellow professionals.

Organisations Who Will Benefit


Private banks, corporate banks, investment banks, financial institutions, wealth management, family office consultants, trust & fiduciary services, asset & investment managers, life insurance & pensions, IFAs, private client law firms, private client accounting & tax advisers and all professional firms who engage with private clients & family offices.

Who should attend?


C-Level Executives: CEO, CFO, COO, CMO, Managing Directors, Business Unit Heads, Senior/Private Bankers, Relationship Managers/Directors, Wealth Managers/Advisers, Trust Directors, VP/Director Client Service, VP/Director Business Development/Distribution, VP/Director Marketing, VP/Director Client Engagement/Experience, VP/Director Client Strategy, Private Clients Lawyers, Private Client Accountants & Tax Advisers, and all professionals who engage with private clients & family offices.

In Just 1 Day You Will Learn

  • How to grow revenue and profitability of clients in changing & challenging markets

  • How to build true client loyalty - increase AUM from existing clients (share-of-wallet)

  • How to gain the skills and understanding to implement profitable business strategies

  • To understand different behaviours of HNWs, UHNWs, entrepreneurs, FBs and SFOs

  • How to create long-term trusted client relationships and gain competitive advantage

  • How to successfully implement a client strategy, increasing organisational reputation

  • How to improve client relationships, creating long-term collaborative partnerships

  • How to improve private client service quality and recover from service failure

  • How to ensure client satisfaction and increase cross-buying profitable opportunities

  • To understand trusting behaviour, trustworthiness, loss of trust and balance of power

  • How to reduce switching and maximise lifetime value of clients through innovation

  • The latest leadership thoughts in legacy, NextGen wealth transfer, Philanthropy and AI

  • How to successfully do business in the GCC region

  • Deep insight and the latest key trends in Global Family Offices

Masterclass delivered by Dr Stuart Gibson


Dr Stuart Gibson is globally recognised as a strategic advisor and thought leader in the private wealth and family office sector. With nearly four decades of experience, he provides exclusive guidance to a prestigious clientele, including ultra-high-net-worth (UHNW) families, entrepreneurs, and key players in the private wealth industry, such as single-family offices, multi-family offices, private banks, wealth managers, trustees, private equity firms, and venture capitalists. His academic credentials are equally impressive. Dr Gibson holds a PhD in Private Banking and Wealth Management, an MSc in Wealth Management and Digital Technology, and a Postgraduate Diploma in Marketing. These qualifications, coupled with his vast professional experience, position him as a leading voice in the future of private wealth and family offices.

This exclusive 1 Day Masterclass will include expert opinion, thought leadership and debate throughout the learning period. The sessions are highly interactive combining presentations, group debates and case studies to maximise the collaborative learning experience. This 1 Day Masterclass is specifically designed for C-Level Executives, Managing Directors/Directors, Business Unit Heads, Private Bankers, Wealth Managers, Relationship Managers and senior professionals in the Global Wealth Management and Private Banking sector.

Agenda

08:00 - 08:40 Event registration and light breakfast buffet: network opportunity with other delegates.

 

Morning Session

Market Overview, Segmentation, Buyer Behaviour, Emotional Behaviour, Value, Relationships, Building Trust & Loyalty

 

08:45  Introduction to the Masterclass Event

09:20  Global Private Clients and Family Offices (FOs)

09:40  Private Client Segmentation and Selection Criteria

10:00  Buyer Behaviour, Emotional Behaviour, Trusting Behaviour, Behavioural Intent, Emotional Intelligence

10:20  Co-Creation of Value, Shared Values, Lifetime Value, Value Proposition

10:40  Case Study: Guest Speaker

 

11:00  Break (Tea/Coffee)

 

11:30  Client Relationship Management, TrustedRelationships, Partnerships, Long-term Relationships

11:50  Private Client Service Quality, Satisfaction and Delight

12:10  Private Client Trust, Loyalty and Retention

12:30  Case Study: Guest Speaker

 

13:00  Lunch (Buffet)

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Afternoon Session

Legacy: Succession Planning & Next Generation Wealth Transfer, Sustainable Investing, Philanthropy, Artificial Intelligence, Female Leadership, Doing Business in the GCC Region & Family Office Global Trends

 

13:30  Legacy: Succession Planning & Next Generation Wealth Transfer

13;50  ESG & Sustainable Investing

14:10  Philanthropy and Charitable Causes

14:30  Technology & Artificial Intelligence in Private Wealth

 

15:00  Break (Tea/Coffee)



 

15:20  Female Leadership in Private Wealth

15:40  Doing Business in the GCC Region

16:20  Panel Session: Guest Speakers“Family Office Global Trends & Thought Leadership”

17:00  Closing Remarks

 

17:15  Network & Light Refreshments​​​

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Location and Dates

 

London          Tuesday 20th January 2026

Manchester   Thursday 22nd January 2026

London          Tuesday 27th January 2026

Bristol            Thursday 29th January 2026

London          Tuesday 3rd February 2026

Cost

 

The cost for the 1 day Masterclass Course is £980 per delegate.

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