Asset Management


503

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 Roberts

Columbia Threadneedle Investments


Adam Vile

Head of Package Solutions

Excelian


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

0


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, General Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking

9


Is the Tech Tail Wagging the Marketing Mutt?

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 ...

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


The Future of Asset Management in China

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...

Asset Management

0


Presentation Slides: Asset Management: Fixing the Consumer Disconnect

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...

Asset Management

0


Presentation Slides: Getting through to the C-Suite

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)...

Asset Management

0


The Asset Management Digital Marketing Survey 2018

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...

Asset Management, Digital & Direct Marketing

0


The Future of Asset Management: Presentation Slides

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...

Asset Management

0


May
06
LDN

Asset Management Workshop: What’s In The 2020 Marketer’s Toolkit?

Marketing is evolving fast to keep up with the wider pace of change; against a challenging backdrop of budget cuts and an uncertain geopolitical landscape, what are the tools marketing leaders need in...

Available to: E

Asset Management

0


Mar
26

Under the hood: A look at MarTech in Asset Management

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

Asset Management

0


Mar
03
LDN

Women in Investment Festival

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

0


Nov
28
LDN

Does Creative Really Matter? An Asset Management Half-Day

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

Asset Management

1


Jul
02
LDN

Asset Management: Fixing the Consumer Disconnect

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

Asset Management

0


Jun
18
LDN

Man vs Machine: Considering the Impact of AI in Asset Management

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

Asset Management, Private Banking and Wealth Management

0


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