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Gibson Institute

Masterclass

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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2025/26 Masterclass for Private Wealth Professionals

How to win profitable business with Private Clients & Family Offices


 

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

This intensive thought leadership 1 Day Masterclass, 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 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.

Who should attend?


Private Banks: Directors, Private Bankers, Wealth Managers, Relationship Managers, BD/Marketing Managers

Corporate Banks: Directors, Corporate Bankers, Relationship Managers, BD/Marketing Managers

Investment Banks: Directors, Investment Bankers, Relationship Managers, BD/Marketing Managers

Investment Management: Investment Directors, Investment Managers

Trust & Corporate Services: Trust Directors, Trust Managers

Insurance & Pensions: Directors, Senior Associates/Associates

Family Office Consultants: Directors, Managers

Law Firms: Private Client Lawyers

Accountancy Tax/Firms: Private Client Accountants & Tax Advisers

Wealth managers and IFAs: Wealth Planners, Financial Advisers

High Value Property: Real Estate Agents

... 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)

  • 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 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-selling 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 and Philanthropy

  • The latest insight and thoughts around Artificial Intelligence (AI) in the Private Wealth Sector

  • 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 - 08:50 Event registration and light breakfast buffet: network opportunity with other delegates.

 

Morning Session

Private Client Acquisition, Buyer Behaviour, Co-Creation of Value, Relationship Management, Client Retention, Trust, Loyalty and Service Quality

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09:00  Private Client/FO Acquisition

           Buyer Behaviour, Emotional Intelligence, Co-Creation of Value and Value Proposition

10:30  Case Study: Guest Speaker

11:30  Private Client/FO Retention

           Relationship Management, Trusted Relationships, Trust, Loyalty and Service Quality

12:30  Case Study: Guest Speaker

 

13:00  Lunch (Light Buffet) and Networking

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Afternoon Session

Governance: Succession Planning & Next Generation Wealth Transfer, Philanthropy, Artificial Intelligence, and Family Office Global Trends

 

14:00  Governance: Legacy, Succession Planning & Next Generation Wealth Transfer

14:30  Philanthropy and Charitable Causes in Family Offices

15:00  Artificial Intelligence implications for Private Wealth

16:00  Panel Session: Guest Speakers“Family Office Global Trends & Thought Leadership”

17:00  Closing Remarks ​​​

17:15  Close

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Location and Dates

 

2025

Jersey            Tuesday 2nd December 2025

Guernsey       Friday 5th December 2025

London          Tuesday 9th December 2025

London          Wednesday 10th December 2025

London          Thursday 11th December 2025

Isle of Man     Monday 15th December 2025

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2026

Jersey            Tuesday 13th January 2026

Guernsey       Thursday 15th January 2026

London          Tuesday 20th January 2026

London          Wednesday 21st January 2026

London          Thursday 22nd January 2026

Isle of Man     Tuesday 27th January 2026

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Cost

 

The cost for the 1 day Masterclass is £495 per delegate.

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Book Now and Pay

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