How should Private Banks match the potential digital technology offers with what clients really want in 2016? James Edsberg answers questions on some of the challenges that Private Banks and Wealth Firms face as they navigate choices and investment in new technology to enhance the Client Service Experience for their UHNW and HNW clients.Read more
Wealth Management: The Digital Dilemma
Professional Services: Latest Report on trends in Thought Leadership
Gulland Padfield, publishes its latest review of the trends in the Thought Leadership publications of leading international law firms.
The report ranks the output of leading law firms in the context of broader professional services firms. It looks at the quality, effectiveness and impact that recent publications are making on firm reputation and client acquisition activity.
NEWS: Two new partners from Outer Circle join Gulland Padfield in London
Harriet Creamer and Gina Jennings join strategy consultancy Gulland Padfield as partners from specialist consulting firm, Outer Circle. They join to advise professional firms on their operational performance, knowledge management strategy and post-merger integration.Read more
Wealth Management: Client Acquisition strategy for the new wealthy
Gulland Padfield and WealthMonitor (part of the Financial Times Group), launch an exclusive two-part study into client acquisition strategies targeted at the new wealthy for Private Banks and Wealth Advisors.Read more
Private Banking: Hero RM Syndrome
The relationship between private banks and their star players is changing. A unique combination of factors, internal pressures and revenue opportunities have collided in the last 18 months, leaving management teams at wealth firms and private banks with a substantial challenge on their hands.Read more
NEWS: Gulland Padfield wins Global Consulting Award
At the consulting industry’s annual global awards ceremony held in New York, Gulland Padfield wins top award for its consulting work advising the Banking sector.Read more
Professional Services: A strong know-how culture - overcome the barriers
A positive KM culture is the holy grail for many professional firms but it seems that many firms are only part-way through their journey. Harriet Creamer explores the barriers to creating a strong know-how culture and explains how to overcome them.Read more
Professional Services: Gulland Padfield to chair international conference on Growth Strategy.
Harriet Creamer, partner at Gulland Padfield, has been invited to address and to chair the 20th Annual PSMG conference in London on 18th November 2015.Read more
NEWS: Gulland Padfield partner wins top Private Banking & Wealth Management award
James Edsberg, partner at Gulland Padfield, has won an award for his ‘outstanding contribution and thought leadership’ as a consultant to the European Private Banking and Wealth Management industry.Read more
Professional Services: 5 steps to make Account Management your Differentiator
Silvia Velasquez, Partner at Gulland Padfield discusses the importance of establishing a clear Account Management approach for professional firms and highlights 5 aspects of best practice.Read more
Asset Management: Brand Shock - Asset Management firms among least client centric brands
New study from Gulland Padfield reveals that leading asset management firms need to work harder to define a client-focused brand and message to differentiate and drive growth.Read more
NEWS: Gulland Padfield recognised for outstanding thought leadership to European Wealth industry
Gulland Padfield has been shortlisted in two categories for WealthBriefing European Awards 2015 for its ‘outstanding thought leadership contribution’ to the European Wealth Management industryRead more
Professional Services: Why Manage Knowledge?
Traditionally, knowledge management in law firms has focussed on legal, technical and practice based knowhow. Its aims have been to improve quality through knowledge sharing, reduce inefficiency and reducing risk. But many organisations are reviewing their approach.Read more
Wealth Management: The Trusted Advisor - RIP
It’s the phrase found most often on the lips of the professional advisor. It appears in almost all the marketing and websites of private banks and wealth management firms. But is it time to challenge this shibboleth? James Edsberg discusses why other messages can resonate more strongly with clients.Read more
Private Banking: Delivering the Client Centric Revolution
In a highly competitive global environment, the successful private bank needs a shockingly clear sense of purpose. Today’s private banks face unprecedented pressures from three directions. How can management teams respond?Read more
Asset Management: The Link between AUM and Client Insight
We are often asked which factors influence an investor’s decision to develop a long-term relationship with a manager. While investment performance is the traditional benchmark, excellent client service experience is now critical.Read more
NEWS: Gulland Padfield wins Client Strategy award: Times/ MCA Awards 2014
Gulland Padfield’s London team is delighted to have won The Times/ Management Consultancies Association award for Best Client & Customer Engagement Project 2014. The firm was also Highly Commended at the awards ceremony as one of a new generation of specialist consulting firms.Read more
Asset Management: Client strategy - the opportunity for differentiation in 2015
If you didn’t make it to TSAM’s Annual conference on Client Reporting and Communications in London this year, you missed out on a fascinating series of sessions on the latest developments in Client Reporting and other aspects of client facing strategies. Here are our 10 observations from the event:Read more
Client Strategy: The Client Centric Index from Gulland Padfield
Our Client Centric Index is the world’s first diagnostic test designed to help service businesses transform their performance and profitability by aligning their capabilities, structure and culture more closely to their clients and markets.
It comprises 12 questions and takes 5 minutes online. Click here to take the test. It benchmarks your business against similar service businesses. It’s the routemap to becoming Client Centric.
Client Strategy: How to implement consistent client service internationally
Clients are demanding a consistent approach from their professional and financial advisors. How should firms with an international offering deliver consistency to clients?
Gulland Padfield summarises five recent developments in Client Service delivery and describes the strategies which advisory firms should use to tackle one of the service sector’s toughest challenges.
Asset Management: Client Strategy and the Sticky Investor
There’s more driving loyalty of a client-investor to their Asset Manager than investment performance. Returns that regularly match or beat the benchmark are a significant but not the only important component in client-investors’ selection and retention of an Asset Manager.
James Phillips of Gulland Padfield’s Asset Management team, takes a look at the surprising factors driving client loyalty and some of the ways management teams of funds can build a client base of sticky investors.Read more
Asset Management: Closing the Gap with effective Thought Capital strategies
“In a competitive and recovering global economy, the asset management firm which differentiates with insights as well as capabilities will win. But from our analysis of the sector it is clear that more needs to be done to leverage analytical capital and investment experience, craft an opinion and create thought leadership which drives increased investments.”
James Phillips looks at the results from our unique study and sets out four strategies for success.Read more
Law: New online diagnostic reveals changing agenda for senior management
In Part 1 of a preview for Managing Partner Magazine, James Edsberg, shares analysis of Gulland Padfield’s Client Centric Index - the free-to-access online strategy diagnostic for Law Firm management teams.
Since the Client Centric Index was launched, management teams from over 100 firms have completed the diagnostic in the US, Europe, Latin America and Asia. It has generated over 36,000 assessments by participants of 12 distinct areas of strategy.
NEWS: Gulland Padfield appoints new partner to Latin America practice
The firm is pleased to announce that Silvia Velasquez joined the firm as a Partner on Wednesday 1 October.
Silvia is based in our offices in Bogotá, Colombia and will be working with our clients in Banking, Insurance and Professional Services.
Speaking about the announcement, Senior Partner of Gulland Padfield, James Edsberg said, “It’s great to welcome such an experienced and knowledgeable new partner to the firm.
Wealth Management: Asia success strategies
With European and US markets experiencing a slow and uncertain return to growth, it’s no surprise that the world’s leading wealth managers and private banks continue to look East for better opportunities.
We offer 5 strategic challenges to wealth management teams looking to Asia for growth.
Professional Services: The role of the CMO in successful post-merger Client Management
We’re living through an unprecedented era of consolidation and change in professional services. In a recent study*, 58% of UK law firms viewed mergers & acquisitions as a major opportunity to drive growth.
When a firm merges, a vital task for the CMO is to manage the client-related risks of the deal and to deliver many of the associated benefits of the enlarged organisation.
For leading business service firms and in particular for professional firms, the creation of business research and its use to engage with clients, prospects, media and internal stakeholders, is recognised as the most effective marketing and business development channel.
But many firms and their fee earners are failing to drive the full return on their investment in the research required to create insightful thought leadership initiatives.Read more
Alternative Investments: Hedge Funds rethink client-investor relationships
Current dynamics in the Hedge Fund industry have prompted a re-think among management teams. The adoption by some of an institutional-quality Investor Relations program and Client Care approach is having a positive impact.Read more