Asset Management


486

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


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

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


Women & Wealth

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...

Asset Management

0


Do Your Brand Values Build Value?

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...

Asset Management, Brand Strategy, Corporate and Investment Banking

0


Passive Investing – Reshaping the Global Investment Landscape

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...

Asset Management, Corporate and Investment Banking

0


A Female Focus for Investment Marketing

Mike Richards, Chief Executive of Capital City Media, looks at the performance of investment management companies in attracting female investors.

On 23rd November 1963 I was hiding behind my sofa (...

Asset Management

0


What can we learn from millennials?

Caroline Evans, Head of UK Marketing at Moneyfarm, shares her experiences of creating a successful digital marketing strategy.

Focusing on social media, Caroline shares insights on what Moneyfarm h...

Asset Management

0


What can we learn from Millennials? Study of 1000 Millennials in November 2017

Kim Bell, Founding Partner / Director at BDifferent, presents the results of a comprehensive study on millennial consumers carried out across the UK in 2017.

Kim's presentation lends context to any...

Asset Management

0


Nov
01
LDN

The Future of Asset Management

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

Asset Management

0


Apr
17
LDN

What Can We Learn from Millennials?

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

Asset Management

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 th...

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


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