Masterclasses 2020/21
A Masterclass Series for Wealth Management Professionals


Edinburgh | Manchester | Leeds | London | Bristol | Guernsey | Isle of Man | Jersey
Johannesburg | Cape Town | Nairobi | Lagos | Dubai | Riyadh | Kuwait City | Doha | Muscat | Manama


This intensive thought leadership 1 Day Masterclass course, delivered by Dr Stuart Gibson will show you how to improve the growth, acquisition, retention, service, clients 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.


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

  • How to successfully compete and deliver digital private wealth management services 

Location and Dates for Masterclasses

Price per delegate (all prices net - excluding local taxes): 

  • 1 delegate and one date - GBD £800

  • 2 delegate or 2 dates - GBD £700

  • 3 dlegates or 3 dates - GBD £650










Cape Town



Isle of Man





Kuwait City





8 September 2020

10 September 2020

15 September 2020

17 September 2020

22 September 2020

24 September 2020

29 September 2020

1 October 2020

5 October 2020

8 October 2020

15 October 2020

20 November 2020

27 November 2020

18 January 2021

20 January 2021

25 January 2021

27 January 2021

1 February 2021

3 February 2021

Masterclass Agenda

Breakfast: Network Opportunity

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


Morning Session  

  • Introduction

  • Global Private Wealth Management

  • Regional Private Wealth Management

  • Segmentation, Profiling of Target Audience
    - HNWs, UHNWs, entrepreneurs, FBs, MFOs & SFOs

  • Case Study: Guest Speaker

  • Private Client Buyer Behaviour/Selection Criteria


Lunch: Network Opportunity

Afternoon Session

  • Emotional Behaviour, Trusting Behaviour, Behavioural Intent, Emotional Intelligence, Attitude

  • Case Study: Guest Speaker

  • (Co-)Creation of Value, Shared Values, Lifetime Value, Value Proposition

  • Client Relationship Management, Trusted Relationships, Partnerships, Long-term Relationships

  • Effective Persuasive Communication

  • Private Client Key Themes

  • Global Trends/Thought Leadership

  • Q&A Session

Drinks: Network opportunity


Who should attend the Masterclasses? 
Private Wealth Management Professionals

Private/investment banks, wealth managers, asset and investment managers, trust & fiduciary firms, fund managers/administrators, general/life insurance & pension advisers, independent financial advisers, private client lawyers, private client accountants/tax advisers, FX & global payment firms, property & real estate firms, transport providers (private aviation, yachting), luxury goods/service providers. 

Contact Details

For further information please contact:

Dr Stuart Gibson E: M: 07840 127199

or Rob Kelly E: M:07797 792237

Office: +44 (0)20 3284 8664

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, Former Degree Academic Director, Jersey International Business School

Private Wealth

Research | Education | Consulting

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Gibson Strategy
2nd Floor, Woodford House
Peter Street
St Helier
Jersey, JE2 4SP
Channel Islands
Phone:+44 ( 0)20 3284 8664

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