Asset Management


507

Members

Most active members

Chairperson

Piers Currie

Partner

Warhorse Partners

Adam Brown

Global Head of Marketing

GAM (UK) Ltd


Adam Creed

Investment Writer

Canada Life


Adam Perry

Schroders


Adam Richards-Gray

Head of Marketing

Defaqto


Adam Roberts

Columbia Threadneedle Investments


Adam Vile

Head of Package Solutions

Excelian


Are you ready for a downturn?

Another downturn is coming our way. Everyone in the investment business, most industry chroniclers and quite a few consumers know it. But rather than scrambling to strategize and to be heard afterward...

Asset Management, Corporate and Investment Banking

0


Differentiate Your Investment Brand

Everyone loves a good story, but it requires a certain dexterity to get one across. Yet storytelling is all the rage today. It is the narrative that has spun wildly from the beginning, consumed middle...

Asset Management, Corporate and Investment Banking

2


Why Brand is Critical in Asset Management

It has been said that brand is often the most powerful asset that asset managers fail to manage.

How you communicate your brand story to customers is absolutely central to driving a market-leading ...

Asset Management, Brand Strategy

0


It’s okay to be a stock picker …

It’s okay to be a stock picker today - you’ve just got to explain why.

What can active management do that passive cannot? - Active managers need to sell the difference between its active produc...

Asset Management, Corporate and Investment Banking, Private Banking and Wealth Management

0


Every Asset Manager has a Story to Tell. What’s Yours?

Engaging financial advisers and intermediaries with great writing.

The growth of digital communication across websites, blogs and social media has handed users immense power: The power to ignore an...

Asset Management, Brand Strategy, Digital & Direct Marketing

1


Product and Service Innovation in Financial Services

As part of The Forum’s regular 60 Seconds article – a collection of Member comments on a particular theme of relevance to the financial services marketing community – we asked you for your thoug...

Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking

9


Building your Brand’s Position on ESG

We have reached a pivotal moment in the growth of ESG investing, brought on in part by the coronavirus pandemic. With capital flooding into this marketplace, it’s crucial for asset managers to stand...

Asset Management, Corporate Communications

0


May 2020: The future of the global investment industry after lock-down

Professor Amin Rajan, CEO of UK think tank CREATE-Research, a guest blogger for Warhorse Partners, shares his startling insights.as to the future of the global investment industry now, in a 15-min...

Asset Management

0


Seven easy ways to improve investment communications

While much has ground to a halt, reporting on the performance of investments, funds and markets continues. 

This task is rarely viewed with enthusiasm by writers, editors and those who provide the...

Asset Management

0


London’s investment trusts need to inspire their own revival

Nowhere has the recent market sell-off been more pronounced than in the investment trust space.

Investment trusts are close-ended funds listed as public companies. They were invented during the Vic...

Asset Management

0


Retaining Customers at Investment Maturity

Attracting new customers to enable business growth is tough and getting tougher. With new entrants to the investments market all the time, competing against these challengers is an additional headache...

Asset Management, Corporate and Investment Banking

0


The Future of Asset Management in China

The gradual liberalization of mainland China capital markets and the opening up of the investment management industry for overseas firms mark the start of a new phase. Over the coming years, these pol...

Asset Management

0


Dec
08

Breakfast Briefing: What Financial Services Customers Really Want From Their B2B Digital Experience

When we asked B2B Digital Experience Report respondents “does your company have a customer-centricity gap (i.e., the digital experience your company offers does not meet the needs and expectations o...

Available to: E

Asset Management

0


Oct
15

Breakfast Briefing: How to Maximize The Value Of Content In Asset Management During COVID-19

Improving client experience is now a priority as financial services leaders recognize the impact of intermediaries, advisors and investors being stuck at home as a result of COVID.

Increasingly, co...

Available to: E

Asset Management

0


Oct
08

Seminar: ESG – A Social Imperative in a Post-Covid World

Covid-19 has vividly highlighted the need for a societal shift, and turbo-charged a change in public attitudes. More than ever the public increasingly expects asset managers to fulfil their societal r...

Available to: EA

Asset Management

0


Jul
09

Webinar: How Asset Managers Can Drive 1:1 Personalization

The asset management industry is being assailed from all sides by a new generation of digital startups and service providers, each one promising your institutional and private wealth clients better se...

Available to: EAPO

Asset Management

0


Jul
07
LDN

Webinar: Why marketing can make or break digital wealth management

The established wealth management industry, already subject to numerous competitive pressures, is facing further disruption with the emergence of a new, digitally native generation of customers.
It...

Available to: EAPO

Asset Management, Private Banking and Wealth Management

0


Mar
03
LDN

Women in Investment Festival

The successful investment firm of the future will be differentiated by its culture and its ability to attract the best talent. Women of all races, ages and backgrounds bring a variety of input, opinio...

Available to: EAPOR

Asset Management, Corporate and Investment Banking, Private Banking and Wealth Management

0


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