Chairperson
Partner
Warhorse Partners
Committee
Head of Creative Marketing
Ninety One
Global Head of Marketing
AXA Investment Managers
Head of Marketing & Brand
Hermes Investment Management
Head of Marketing - End Investor
Fidelity International
Head of Marketing
Old Mutual Global Investors
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
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...
October 16, 2020
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.
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
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
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
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
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
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
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
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