Chairperson
Partner
Warhorse Partners
Committee
Marketing Director
BNY Mellon Investment Management
Director
First Quartile (Part of FWD)
Head of Creative Marketing
Investec Asset Management
Head of Marketing - End Investor
Fidelity International
Head of Marketing
Old Mutual Global Investors
Head of UK Retail Marketing
BlackRock
Head of Business Development
Quilter Cheviot
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...
March 3, 2020
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...
October 31, 2019
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 ...
May 20, 2019
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...
August 13, 2018
Asset Management, Corporate and Investment Banking, Private Banking and Wealth Management
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...
August 9, 2017
Asset Management, Brand Strategy, Digital & Direct Marketing
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...
February 23, 2017
Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking
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...
June 18, 2020
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...
May 13, 2020
While much has ground to a halt, reporting on the performance of investments, funds and markets continues.Â
This task is rarely viewed with enthusiasm by writers, editors and those who provide the...
April 28, 2020
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...
April 7, 2020
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...
January 29, 2020
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...
November 5, 2019
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
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
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
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
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.
Itâ€...
Available to: EAPO
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
