Chairperson
Group Head of Brand
Aberdeen Asset Management
Committee
Marketing Director
BNY Mellon Investment Management
Director
First Quartile (Part of FWD)
Head of EMEA Marketing
Schroders Plc
Head of Marketing - End Investor
Fidelity International
Head of Marketing
Old Mutual Global Investors
Head of Global Client Relations
Standard Life Investments
Head of Business Development
Quilter Cheviot
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, General Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking
Over the past few years, programmatic buying, content platforms and robo-tools have all entered into the competition for share of asset management marketing budgets. With a ripe DC pensions market on ...
January 20, 2017
At first glance, asset management may seem nothing like retail banking: no chain of branches to operate, no round-the-clock call centres. But technology is disrupting both sectors in similar ways: as...
December 6, 2016
We are at the beginning of a financial services revolution. True disruption in the sector is only just starting to take shape. Amazon, eBay, Expedia, Uber and Betfair all changed the face of the marke...
May 10, 2016
Asset Management, Corporate and Investment Banking, Fintech, General Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking
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
Our ongoing series of short interviews with leading financial services marketers, uncovers the driving forces behind their careers and what makes them tick. This month we get to know more about one of...
September 21, 2018
How can Asset Managers create a sustainable advantage?
Investors increasingly want to put their money to use in ways that reflect their personal values. Alongside the traditional security, liquidit...
July 27, 2018
There’s a quote from Steve Jobs which I use often to kick-off my brand positioning presentations:
It’s a complicated and noisy world, and we’re not going to get a chance to get people to rememb...
July 5, 2018
Asset Management, Brand Strategy, Corporate and Investment Banking
Game changer or new danger?
That’s the question behind the spectacular rise of passive funds throughout this decade.
Their advocates see this trend as being as immutable as the momentum of a s...
June 11, 2018
This is event is an invitation-only breakfast for Executive Members.
How do we get ahead, as senior marketers in asset management firms? How do we prove the value of marketing – and our own worth...
Available to: E
Asset managers are under pressure to deliver increasingly personalised service and better outcomes for clients. However, multiple products, content items, messages and channels, mean the amount of dec...
Available to: E
Asset managers face an array of structural challenges, with distribution becoming more concentrated, money less sticky, and investment “solutions” replacing single-strategy fund marketing.
Fund...
Available to: E
The theme for 2019 planning is consistent; how can you do more with less?
As margins become increasingly pressured and competition intensifies, technology and data hold the key to unlocking operati...
Available to: EA
Asset management firms are being assailed from all sides by a new generation of digital startups and service providers – all of whom are promising your clients better service, lower fees and less fr...
Available to: E
Little money (until they inherit), and expensive to acquire - why should we bother with millennials?
Aside from their potential as clients of the future, understanding millennials may also provide ...
Available to: E
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