Asset Management


476

Members

Most active members

Chairperson

Piers Currie

Piers Currie

Group Head of Brand

Aberdeen Asset Management

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

Columbia Threadneedle Investments


Adam Vile

Adam Vile

Head of Package Solutions

Excelian


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 would like to ask you fo...

Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, General Insurance, Mortgages, Private Banking and Wealth Management, Retail Banking

10


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


Beware of Retail Banking’s Present becoming Asset Management’s Future

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...

Asset Management, Fintech, Retail Banking

0


The Disruption Revolution

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...

Asset Management, Corporate and Investment Banking, Fintech, General Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking

21


Digital Transformation in Financial Services Marketing

Digital technology is not only radically changing the behaviour and expectations of consumers, it’s also inspiring and challenging financial service marketers – from their relationships with stake...

Asset Management, Digital & Direct Marketing

1


The Ted Rogers School of Asset Management Marketing

Asset Management is an industry I enjoy and find truly fascinating, in among the distilleries, food companies and train companies I also work with.

And I've been lucky enough to be employed as bran...

Asset Management, Brand Strategy

0


The Countdown to MiFID II

You might think regulatory changes are only the business of governments or legal and compliance departments of asset managers. But the Markets in Financial Instruments Directive (MiFID II), scheduled ...

Asset Management

0


Asset Managers: Big Gainers?

Fintech chatter often assumes new technology will result in smaller, agile companies winning over business from the large incumbents. But nearly a decade into the first wave of fintech innovation, thi...

Asset Management, Fintech

0


The Investment Management Digital Marketing Survey 2016

In this third survey conducted by Kurtosys since 2012, this year we have not only expanded our audience but broadened our survey to include a wider spectrum of topics across digital marketing.

In...

Asset Management, Digital & Direct Marketing

0


Fund Marketing: A Millennial’s Perspective

For fund managers working in a digital age, advertising is changing drastically. Sarah Mardiney, Digital Engagement Intern at Kurtosys shares her 'Milennial' views on infographics, advertising, and...

Asset Management, Digital & Direct Marketing

0


What can Institutional and Retail Learn from Each Other?

First Quartile have prepared a two-page event summary from the recent Forum Asset Management event. Please use the download button to see the PDF.

Most marketers regard brand as a driver of growth ...

Asset Management

0


Is Asset Management Advertising Engaging Women? – Event Summary

What steps is the industry taking to ensure the right people are being targeted in the right way? In particular, are women put off investing by asset managers' marketing communications?

Recent cons...

Asset Management

0


Nov
14
LDN

Asset Management

We’re holding this date for the next Asset Management community event.

The Steering Committee are currently considering suggestions for the editorial content and speakers for this seminar.  If...

Available to: E

Asset Management

0


Sep
14
LDN

Asset Management

We’re holding this date for the next Asset Management community event.

The Steering Committee are currently considering suggestions for the editorial content and speakers for this seminar.  If y...

Available to: E

Asset Management

0


Apr
27
LDN

MiFID II: What Marketers Need to Know

With the Markets in Financial Instruments Directive MiFID II) due to take effect from January 2018, what do asset management marketers need to know about the new rules? What should marketers be doing...

Available to: E

Asset Management

0


Jan
19
LDN

Is the Tech Tail Wagging the Marketing Mutt?

With the rush towards Fintech and all things digital, is there a danger that traditional marketing skills and knowledge are being forgotten by asset management marketers?

Already stretched marketin...

Available to: EA

Asset Management

0


Nov
17
LDN

What can Institutional and Retail Learn from Each Other?

Most marketers regard brand as a driver of growth in retail asset management, but some view it as less important in the institutional investment space.  Meanwhile, factors such as having solid, rathe...

Available to: E

Asset Management

0


Sep
13
LDN

Is Asset Management Advertising Failing to Engage with Women?

What steps is the industry taking to ensure the right people are being targeted in the right way?  In particular, are women put off investing by asset managers' marketing communications?  Recent c...

Available to: E

Asset Management

0


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