Asset Management


510

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

Head of Digital Delivery

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


Key media consumption trends among Europe’s institutional investors

Convergence of online and offline channels continuing in institutional asset management

• Online media consumption is growing and local language print titles still have a strong position

• I...

Asset Management

0


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


May
27

Awards for Innovation 2021

Since its launch in 2000, The Financial Services Forum has supported the improvement of financial services marketing, through a better understanding of the consumer, the marketplace and marketing perf...

Available to: EAPOR

Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

1


Feb
25

Webinar: Differentiating Your ESG Offering

Despite the clamour for all things ESG, asset managers still aren't doing a great job of articulating what they're doing and how it sets them apart.

Despite the obvious benefits of engagement, 40% ...

Available to: EAP

Asset Management

0


Feb
11

Webinar: An Online Event About … Online Events

In this online event, we’ll be discussing new ideas and new thinking about online events. Especially in B2B where the pandemic has wreaked havoc with conventional sales and marketing approaches revo...

Available to: EAP

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

0


Jan
26

Interactive Workshop: Part 1 – Leading and Embracing Change in an Uncertain World

2020 has reminded us all of the inevitability of change.

It has also highlighted that the two most important skills in the world of business are the ability to lead change and the ability to embrac...

Available to: EAP

Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

0


Jan
21

Webinar: The Customer of Tomorrow – Beyond The Pandemic

The Coronavirus pandemic changed business and consumer behaviour almost overnight, causing recessions, widespread job losses, and a decimated investment market.

A big winner in this situation has b...

Available to: EAP

Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking

0


Dec
08

Webinar: 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


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