A blog for innovative fund marketing and investor servicing professionals
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FinTech


The Fintech World Series: Portugal


Elliot Burr on June 18, 2018

Whilst Brexit troubles the UK’s financial world and entrepreneurs look elsewhere, sunny Portugal’s vibrant startup culture is providing an attractive post-Brexit base for fintechs, slowly looking to compete with Europe’s most prominently established fintech hubs.

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Digital Marketing


AMMF #39: Alexa advisors, smarter banking, World Cup special


Elliot Burr on June 15, 2018

This week’s round up brings you voice-activated advisory, a six stage fund launch, banking IFTT integration and the start of the World Cup.

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Wealth Management


South African Robo-Advisors: Hype or Worthy Investment?


Leandi Kolver on June 13, 2018

By 2022 South African robo-advisors will manage US$177 million in local assets, with many large fund managers investing in this technology. We take a look at the potential benefits of robo-advisors to the South African market and who the current prominent players are.

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Regulation


Don’t let Brexit derail fund transparency


Robin Powell on June 11, 2018

There are doubtless many in the fund industry who are rubbing their hands at the prospect of less regulation and scrutiny post-Brexit. That would be bad for consumers and bad, ultimately, for UK asset management.

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Digital Marketing


Hedge fund stars, website stars, in-game advisory [VIDEO]


Elliot Burr on June 08, 2018

This month’s video round up presents Brexit impact, a new head of AI, stars of the hedge fund world and advisory AR.

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Regulation


What the big names are saying about the DOL rule


Carolyn Marsh on June 04, 2018

What’s the best way to speak to clients about complex – and unresolved – regulations with the DOL fiduciary role in purgatory? Carolyn Marsh takes a look at publicly available content around the web for examples of how some of the big names in asset management have addressed these issues with a retail client audience.

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Digital Marketing


AMMF #38: Seven new funds, Brexit backlash, Bitcoin rap


Elliot Burr on June 01, 2018

This week’s round up brings you a Brexit and MiFID II conundrum, the return of website spotlight, a seven-tier fund launch and a Bitcoin rap.

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Wealth Management


How Asset Managers are Using M&A to Strengthen & Diversify


Ray Aso on May 29, 2018

Global merger and acquisition (M&A) activity is set to increase in asset management in 2018. Given the rapid growth of this issue in the industry, we’ve been following the actions of institutions more and more closely, and have recently released our white paper on M&A. Here are its main takeaways.

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Digital Marketing


AMMF #37: The GDPR Cometh, women in leadership, Bitcoin Pizza Day


Elliot Burr on May 25, 2018

This week’s round up brings you the coming of GDPR, further insights into workplace gender diversity, advisory malpractices and Bitcoin Pizza Day.

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Interviews


Life after the merger: Aberdeen Standard Investments [interview]


Sam Shaw on May 22, 2018

Not quite a year since the completion of one of the asset management industry’s highest-profile mergers, Kurtosys interviewed Aberdeen Standard Investments’ Director of Operations Mike Tumilty on the group’s expanded global footprint, the need to be nimble and how timing is everything.

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Digital Marketing


AMMF #36: Huge AI hire, craft beers & FinServ, Flintstone cash


Elliot Burr on May 18, 2018

This week’s round up brings you a huge AI development, a re-entry into Chinese investments, the craft beers of FinServ, and The Flintstones.  

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Digital Marketing


Asset Manager Logos Then & Now


Elliot Burr on May 14, 2018

We’ve dug deep into the web to see exactly how asset managers have embraced the new logo revolution. From then to now, here’s a selection of the industry’s logo rebrands, from the sensational to the subtle, the majestic to the minimalist.

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