Asset Management


481

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


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


Millennial Investors

What can Asset Managers do to drive digital interaction with millennials looking to invest?

Rich Watts, Global Head of Digital at Kurtosys, presents observations and findings from on techniques tha...

Asset Management

0


Single Strategy on the Scrap Heap?

Chris Chancellor, Partner at MackayWilliams, presented his view on the current state of single-strategy fund marketing at our Asset Management event.

Their conclusion is that, while there are many ...

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


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


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