Asset Management Marketing Focus


***Please note that there is currently a waiting list in operation for this event - if you'd like to put your name down in case of cancellations, please request attendance as usual and we will contact you if there is availability***


As we emerge from a prolonged period of restrictions and isolation, and as we move to a hybrid way of working, marketing and living, changes and challenges within Financial Services marketing have been brought into sharp focus.

This half-day conference focusing on asset management marketing looks to explore the issues the industry currently faces and understand how marketeers can respond to these. View the full agenda here.

Whilst all Forum members are welcome for the entirety of the event, the former half of the event takes a slightly more junior focus, whereas the latter might appeal to more senior marketeers.

We will cover the basics of asset management marketing, how marketeers should respond to regulation, marketing spend, retaining talented asset management marketeers, and the important role asset management plays in the journey to net zero.



Keynote: Sarah Jane Mahmud, Senior Analyst, Bloomberg Intelligence
Scott Stevens, Establishment Commercial Director, St. James’s Place Wealth Management
Emily Askham, Global Head of Retail and Wholesale Marketing, AXA Investment Managers
Anne-Marie McConnon, Global Chief Marketing and Client Experience Officer, BNY Mellon (Global)
Ian Henderson, CEO, AML
Simon Bassett, Managing Director, tml Partners
Simon Critchlow, Head of Clients - Europe and APAC, Broadridge
Liam Martin, Director, Broadridge
James Cardew, Head of Marketing and Client Experience, Capital International
Roger Miners, Global CMO and UK CEO, BNP Paribas Asset Management
Oliver Stracey, Head of Sustainable Investing Marketing, J.P. Morgan Asset & Wealth Management
Aela Cozic, Sustainable Investing Analyst & Assistant Portfolio Manager, Fidelity International


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