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
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
Presentation slides from Asset Management: Fixing the Consumer Disconnect on 2 July 2019, hosted by Aberdeen Standard Investments
Speakers
Kim Bell, Director, BDifferent
Dawn Hyams, Head of Inves...
July 2, 2019
Presentation slides from "Getting Through to the C-Suite" on 7 March 2019
Speakers:
Vincent Hooplot, Hooplot Associates
Henrietta Jowitt, Confederation of British Industry (no slides)...
March 8, 2019
In this fifth annual survey conducted by Kurtosys, we have again asked our expansive audience to help us give some insights into digital marketing trends and perspectives in asset management marketing...
November 2, 2018
What should marketers prioritise to get their brand message across in a crowded market place? Advertising? Content? Or is Sponsorship the way to go?
Our speakers make the case for each of those and...
November 1, 2018
Global martech spend is now worth an estimated £76bn, with data, analytics and automation a key focus as marketers look for help with metrics and measurement. But which technologies are leading asset...
Available to: E
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: E
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
Does Creative Really Matter?
Asset management isn’t a sector known for brilliant advertising. But with many investment houses pumping out virtually indistinguishable content, and products increas...
Available to: E
Are asset management marketers becoming disconnected from the end-consumers of investment products?
The march of technology, as well as specialisation within marketing departments and distance from...
Available to: E
Can a website really replicate the behaviour of an asset manager?
The advent of artificial intelligence is seeing AI-enabled tools and platforms make investments, analyse market trends & predic...
Available to: E
