Asset Management


475

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


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

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


MiFID II: Are You Ready? – Event Summary

The new year will see the launch of the revised Markets in Financial Instruments Directive (MiFID II). The new regulation will affect not just asset managers’ compliance arms but their entire busine...

Asset Management

0


The Asset Management Digital Marketing Survey 2017

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

In 2015 one...

Asset Management, Digital & Direct Marketing

0


Asset Managers Remain Behind-the-Curve

Living’s latest Ratings report takes an in-depth look at how the IPE Top 100 Global asset managers engage with financial advisers and intermediaries through digital and social media channels. In a h...

Asset Management, Digital & Direct Marketing

0


Asset Managers: What Your Clients Love to Read

Are you focusing your content creation efforts on your company’s own website or social media channels?

If so, you’re not alone. According to the Content Marketing Institute, when it comes to cr...

Asset Management, Digital & Direct Marketing

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


Jan
18
LDN

Is Single-Strategy Fund Marketing Dead?

With the growth of multi-asset investment propositions and adviser firms outsourcing portfolio management, is there a future for a single-strategy fund marketing? How should fund houses adapt to the r...

Available to: E

Asset Management

0


Nov
14
LDN

FCA Market Study: Where do we go from here?

Following publication of the FCA’s Asset Management Market Study in the summer, we bring together a panel of experts to discuss its impact on fund management firms and the wider implications for the...

Available to: E

Asset Management

0


Oct
05
LDN

MiFID II: Are You Ready?

With MiFID II just around the corner, how are asset managers, wealth managers and private banks preparing for the wide-ranging regulatory changes - and what can they learn from each other? What’s th...

Available to: E

Asset Management, Private Banking and Wealth Management

1


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


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