Client contact event:

​Networking dinner for BNY Mellon Corporate Trust

Bank of New York Mellon asked Adaugeo Media to organise a dinner in London with the aim of attracting potential clients for the bank’s Corporate Trust division. The dinner was timed to coincide with a major conference, The Banking Environment Initiative Forum (also organised by Adaugeo Media), so the guests had to be a mix of very senior figures in fund management , politics and the environment, and the venue had to be impressive without being ‘over the top’.

"I just wanted to personally express my thanks and congratulations to you for a great job organising the the dinner, I thought it was a great success. I know that you put in a huge effort and the event today was testimony to your efforts"

Mark Wilson, Senior Client Relationship Manager, BNY Mellon

Adaugeo Media worked very closely with the client contact team within BNY Mellon Corporate Trust to identify  and contact their 50 ‘most wanted’ guests, and with the Banking Environment Initiative to ensure we had other guests from the environmental space who would ensure a stimulating discussion during the evening. Many of these were also speakers the Forum itself.

Most of the invitation work was done by telephone with follow-up e-mails and the style was very much that of a personal invitation to a private dinner. In some cases, where appropriate, the invitation was seen to come from a senior figure at BNYM although the contact had been sourced by Adaugeo Media.

As a venue, Adaugeo Media selected the St James’s room at 116 Pall Mall, the headquarters of the Institute of Directors, which is a prestigious location with a fascinating history and is usually open to members only. Adaugeo's team organised everything from catering to hand-lettered place cards and premium printed menus and were in attendance on the night to ensure everything went smoothly.

In the event, Adaugeo delivered 25 guests against a target of 20, and was able to work with the venue to accommodate the extra numbers. 

Guests included Gregory Barker, the UK’s Minister for Energy and Climate Change as well as representatives from Coutts, Frontier Markets, KPMG, Barclays, Natixis Asset Management, WWF, Shell, the UK’s Department for International Development, the European Investment Bank and PensionDanmark. BNYM’s European CEO, Michael Cole-Fontayn, hosted the event.

Essential Data

Objective: Position BNY Mellon as an expert in sustainable finance with a community of investment managers and other opinion-formers

Result:  The event exceeded expectations in terms of number and seniority of guests and helped establish BNY Mellon  as a thought leader in sustainable finance.