About Us

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

Dr Stuart Gibson commented that, "We are delighted to launch the Gibson Institute which is a global research institute with an education and community platform, designed for global private wealth professionals and global private wealth clients."

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.

 Gibson Institute will:

  • conduct primary empirical research through qualitative and quantitative thematic research studies on global private wealth
  • share primary private wealth research and insights through online community, educational courses, articles and events
  • provide a community-based thought leadership think tank with leadership dialogue, debate and consultation; where experts share their views, knowledge and intelligence in private wealth in a constructive, collaborative forum with leading global private wealth professionals.
  • provide a community-based thought leadership think tank with peer-dialogue, debate and consultation; where experts share their views, knowledge and intelligence in private wealth in a constructive, collaborative forum with global private wealth clients (HNWs, UHNWs), entrepreneurs, family offices, family businesses and philanthropic foundations.

Our thematic research topics and thought leadership insights are:

  • Sustainability, ESG, SDG, Social Impact Investing and Sustainable Investing
  • Philanthropy and Charitable Foundations
  • Wealth Structuring, Succession Planning, Next Generation and Generational Wealth Transfer
  • Regulation, Governance, Risk, Reporting and Cyber-Security
  • The Private Wealth Landscape - Private Clients (HNWs, UHNWs), Entrepreneurs and Family Offices
  • Private Client Engagement – Acquisition, Retention, Relationships, Service Quality, Trust and Loyalty
  • Investments – Traditional, Alternatives and Collectibles
  • Global Private Wealth Service Provision
  • Digital and Technological Impact on Global Private Wealth
  • The Global Citizen and Managing Lifestyle Assets
  • Wellbeing in Global Private Wealth
  • Global Private Wealth Post Coronavirus COVID-19 Pandemic
  • Current and Future Trends in Global Private Wealth

If you would like to join the Gibson Institute Community, please register today.

Research

Over the past 15 years, Dr Stuart Gibson has conducted over 1,000 plus interviews with global HNWs, UHNWs, family offices and leading global private wealth professionals including private bankers, relationship managers, wealth advisers, investment managers, trust and corporate service providers, private clients lawyers, private client tax advisers and other private client and family office trusted advisers.

Firms interviewed by Dr Stuart Gibson include:

Aberdeen Standard Capital, ABN-AMRO Bank, Accuro, Active Group, Adjure, Advisa, AFEX, Affinity, Albany Trustees, Alex Picot, Altair, Aon Risk Solutions, APEX, Appleby, Arbuthnot Latham, Argenta Private Capital, Artemis, Artorius Wealth, Ashburton Investments, Ashore Relocation, Aubrey Capital, Azur Underwriting, Babbe, Bacatta, Barclays, Bargate Murray, Bedell Cristin, Bellerive Trust, Belleveue Mortlakes, Black Grace Cowley, Blackadders, BLU, Blythe Financial, BNP Paribas, Bonhams, Boston Family Office, Brewin Dolphin, Broadlands, Brooks Macdonald, Brown Craine, Bryan Cave Leighton Paisner, Bullion Rock, Burness Paul, Butterfield Bank, Buzzacott, C.Hoare & Co, Capital International, Carey, Carey Olsen, Carlton Square Capital, Cayman National Bank, Cazenove Capital, Cherry Godfrey, Chochrane Adams, Chrystals, Citco, Collas Crill, Colliers, Concentric, Conrad Family Office, Continuum, CooperBrouard, Coutts, Credit Suisse, Crestbridge, Curzon Private Office, De Carteret, Dejima Asset Management, Deloitte, Digital Jersey, Dixcart, Dohle, EFG Wealth Solutions, Enhance, Enness, Envestors, Equiom, Equlibrium, Farrer & Co, FCM, Federal Trust, Ferbrache Farrell, FIM Capital, Finance Isle of Man, Fine & Country, FIOS, Fitzroy Tax, FNB Bank, Forward Group, Gallagher, Gama Aviation, GlenQ, Global Partnership Family Office, Goldmoney Wealth, Gower, Gunner Cooke, Halkins Investment, Hatstone, Hawksford, Henley & Partners, Heritage Group, Highvern, Hiscox, Icecap, ICM Wealth, ILS World, Imperium Trust, Innovest, Integritas, Intertrust, Investec, IQEQ, Islands Insurance, IW Captial, JCAP, Jersey Finance, Jersey Financial Services Commission, JTC Group, Julius Bär, Jupiter, Keystone Trust, Kleinwort Hambros, Knight Frank, Knox House, KPMG, Lancaster, Latitude, Lexstone Lawyers, Lexus Law, Livingroom, Lloyds Bank, Locate Guernsey, Locate Isle of Man, Locate Jersey, LTS Tax, Mackrell, Maitland, Martyn Fiddler Aviation, Melville Douglas, Meridian, Metro Bank, MitonOptimal, Moore Stephens, Mourant, Navitaur, Nedbank, Nerine Trust, New Capital, Oak Group, Oakbridge, Oben Law, Ocean Skies, Ocorian, Odey Wealth, Ogier, Old Mutual Bank, Optimus, Opus Private, Ortac, Palmer Capital, Peregrine & Black, Peregrine, PKF BBA, Polygon, Private and Public, Prospect Capital, PWC, Quilter Cheviot, Quilter International, Quintissential, Radcliffe Chambers, Rathbones, Ravenscroft, Rawlinson & Hunter, RBC, RBS International, Richmond Fiduciary, RMB Private Bank, Rockpool Investments, Rocq Capital, Rossborough, Rothschild & Co, Ruffer, Sancus, Savills, Silver Solutions, Skipton International, Smith & Williamson, Standard Bank, Standard Chartered Bank, STM Fiduciare, Stonehage Fleming, Strabens Hall, Sunseeker, Suntera, SW Mitchell Capital, Swoffers, Sydney Charles, Team Asset Management, Tellsons Investors, The East India Company, Tilney, Trident Trust, Trust Corporation International, Turnstone, UBS, VG, Vistra, Walkers Global, We Are Guernsey, Weatherbys Private Bank, Westminster Asset Management, Whitmill, Willis Towers Watson, Wilsons Knight Frank.

Dr Stuart Gibson

Dr Stuart Gibson, PhD MSc DipM FCIM FCMI, is an expert and leading authority on global private wealth, having interviewed over 1,000 private clients (HNWs entrepreneurs and family offices) and private wealth professionals in private banking, wealth management, family office, fiduciary, asset management, insurance, legal and professional services sectors.

His unique expertise, in-depth knowledge and insight into the private client, private banking and wealth management industry has been gained through empirical research studies of HNWs, UHNWs, entrepreneurs, family businesses, family offices, wealth managers, private banks, asset managers, fiduciary firms, insurance firms, legal firms and other wealth management service providers.

Dr Gibson (59) has spent over 35 years working and collaborating with global financial organisations in Europe, Middle East, Asia, Africa and USA. After several years working in the Middle East, he moved to Jersey in 1998 and started working for Mourant Ozannes; followed by over ten years with South African banking group FirstRand (Ashburton Investments, FNB Private Wealth and RMB Private Bank). He founded his research, education and business consulting firm Gibson Strategy in 2011, focusing on the private client and wealth management industry.

Dr Stuart Gibson holds a PhD in Private Banking and Wealth Management and an MSc and Postgraduate Diploma in Marketing. He is a Fellow of The Chartered Institute of Marketing (FCIM) and a Fellow of the Chartered Management Institute (FCMI). Dr Gibson is also a Visiting University Lecturer, a Governor of the Jersey Brain Tumour Charity and served as a Governor at Victoria College Jersey for three years between 2015 and 2018.

Gibson Institute

A global research institute, education platform and community for global private wealth professionals and global private clients (HNWs, UHNWs), entrepreneurs, family offices, family businesses and philanthropic foundations.

Designed for global private wealth professionals, this exclusive and unique online course gives you deep client insight into global private clients (HNWs, UHNWs and family offices), drawn from over 1,000 in-depth interviews by Dr Stuart Gibson with private clents and private wealth professionals, over a 15 year period. This is an essential and invaluable online course with over 100 lessons for any professional involved in private wealth management.

 

 

 

Register Today for the Online Course in Private Client Engagement

A series of podcast interviews with private wealth professionals by Dr Stuart Gibson.

 

 

 

 

 

 

 

 

Register Today for the Private Wealth Podcast Series

Designed for global private wealth professionals, these one-day Masterclass events will give the attendees a deep client insight into global private clients (HNWs, UHNWs and family offices), drawn from over 1,000 in-depth interviews by Dr Stuart Gibson with private clents and private wealth professionals, over a 15 year period. This is an essential and invaluable one-day event for any professional involved in wealth management. These Masterclasses are intensive thought leadership workshops, held in multiple locations including London, Edinburgh, Manchester, Leeds, Bristol, Jersey, Guernsey, Isle of Man, Johanesburg, Cape Town, Dubai, Doha, Riyadh and Kuwait City.

Register Today for the Masterclass in Private Client Engagement