Thoughts, opinions and resources for financial marketing professionals
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Opinion


Are we getting left behind by our clients?


Patrick Ide on November 13, 2018

B2B clients, across industries, are changing the way they buy – it’s a fact. But, in the asset management industry, are we doing enough?

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Fund Marketing


The Changing Face of Investment Management


Andrew Perrins on November 12, 2018

A compiled list of some of this year's best white papers looking into the state of asset management and beyond from the team at Savvy Investor.

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Digital Marketing


AMMF #60: Website rebrand, ESG definitions, crypto giveaway


Elliot Burr on November 09, 2018

This week’s edition brings you a rebranded website, economic novels, the true meaning of ESG and a monumental crypto giveaway.

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Digital Marketing


Kurtosys to Exhibit at Digital Marketing for Financial Services Summit in New York


Elliot Burr on November 08, 2018

Kurtosys is pleased to announce that we will be sponsors at the upcoming Digital Marketing for Financial Services Summit.

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Fund Marketing


How to reach more South African investors through digital tools


Leandi Kolver on November 07, 2018

Most South Africans are not investing enough for a comfortable retirement. Here's how fund marketers can use digital tools to attract more investors.

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Fund Marketing


Personalisation a key priority for financial marketing in 2019 [Survey]


Paul Fawcett on November 06, 2018

The most striking findings from our Asset Management Digital Marketing Survey 2018; how marketing within asset management firms is changing and adapting to the effects of digitalisation.

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Digital Marketing


AMMF #59: Brexit breakthroughs, Bitcoin’s birthday, advisory horror stories


Elliot Burr on November 02, 2018

This week’s edition brings you the 20 biggest wealth firms, an awards ceremony, Brexit breakthroughs and advisory horror stories.

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News


Kurtosys to exhibit at Global Wealthtech Summit 2018 in London


Elliot Burr on October 31, 2018

Kurtosys is pleased to announce that we will be exhibitors at the upcoming Global Wealthtech Summit 2018 on 7 November 2018.

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Fund Marketing Friday


AMMF #58: New property fund, bitcoin wallet, SA investor behaviour


Leandi Kolver on October 26, 2018

This week’s roundup brings you information on a new property fund and a recently launched bitcoin wallet, sheds light on South African investment trends and provides advice on how fund marketers can attract more millennial investors.

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News


Kurtosys Head of Digital speaks at Financial Services Forum event


Elliot Burr on October 25, 2018

Kurtosys will act as a sponsor for the latest Financial Services Forum event, featuring a talk by our Head of Digital Rich Watts.

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Interviews


Keeping culture amid acquisitions: an interview with Liontrust’s John Ions


Sam Shaw on October 24, 2018

Liontrust's chief executive John Ions tells Kurtosys how his company’s culture is maintained amid organic growth and multiple acquisitions, and the role millennials will have to play in the future of investments.

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Digital Marketing


AMMF #57: Fidelity & Bitcoin, LRI Summit, UFO investing


Elliot Burr on October 19, 2018

This week’s edition brings you the Fidelity of the future, gaming’s IPO surge, further ESG importance and failed UFO investing.

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