The Elite Wealth Manager Program was created and developed by Graham Aikin, who has built several businesses over the course of his 16-year career within the wealth management industry.
Following his law degree, he spent 8 years as a senior private banker/wealth manager with Coutts & Co, the UK’s leading private bank, building a portfolio of HNW and ultra-HNW clients which managed over £250m in assets under management.
In 2012, he established his own consultancy business, HNW Social Media Solutions, that provides LinkedIn and business development training to wealth managers and private banks. His core focus is on helping relationship managers acquire new business and deepen client relationships and he has trained over 5,000 advisers to date. His clients include 8 out of the top 10 largest wealth managers in the UK and he has worked with, amongst others, St James's Place Wealth Management, Coutts & Co, Charles Stanley, Barclays Wealth, Rathbones, JM Finn, Investec and Quilter Cheviot. Graham is often quoted in the financial press, including the Financial Times, Citywire and Private Banker International. Graham holds a law degree and both UK and US finance qualifications. He is regularly named as the leading LinkedIn trainer for the UK wealth management industry. He also advises family offices and UHNW families on online/social media privacy.
In 2017, he created the Elite Wealth Manager Business Development Program to help wealth managers and private banks address a number of challenges the industry is currently facing, whether from robo advisers and other fintech solutions, the massive transfer of wealth taking place between generations over the next few years, and the increasing desire of wealth managers to generate new business and deepen share of wallet. You can find out more about the Program here or by contacting Graham.