Articles by Elliot Burr

Kurtosys Spotlight: WealthTech100, Pascal Strölin, money market funds

By Elliot Burr on April 18, 2019
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This week’s edition of Kurtosys Spotlight features the WealthTech 100, our recent chat with Clear Path Analysis’ CEO Noel Hillmann, Pascal Strölin, TSAM’s edition in Toronto and the rise of money market funds in China. Digital…

Connecting the Dots – Ben Phillips [Podcast]

By Elliot Burr on April 16, 2019
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In the latest edition of our Connecting the Dots podcast, we chat with Ben Phillips, Chief Investment Officer at EventShares. Ben, based in Newport Beach California, explains how he and his business partner set up EventShares…

Kurtosys Head of Digital to speak at Financial Services Forum event

By Elliot Burr on April 15, 2019
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We are pleased to announce that our Global Head of Digital Rich Watts will be a featured speaker at an upcoming breakfast event hosted by the Financial Services Forum. Entitled, Marketing to the End Investor: Maximising…

Kurtosys Spotlight: Rodney Dickson, Morningstar Conference, London fintech

By Elliot Burr on April 12, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features a return for ETFs, Colonial First State’s Rodney Dickson, podcast and webinar recaps, the upcoming Morningstar conference, Game of Thrones excitement and the…

Connecting the Dots – Noel Hillmann [Podcast]

By Elliot Burr on April 8, 2019
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In the latest episode of the Kurtosys Podcast, we chat with Noel Hillmann, the founder and Chief Executive of Clear Path Analysis. Noel explains the reasons for why he set up Clear Path Analysis – a…

Kurtosys Spotlight: Anne-Marie McConnon, CX tips, Stackie awards

By Elliot Burr on April 5, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features customer experience pointers, banking futures, the state of UK sales, BNY Mellon’s Anne-Marie McConnon, a podcast with the Wealth Mosaic, and 2019’s Stackie…

Kurtosys to exhibit at FundForum International 2019

By Elliot Burr on April 1, 2019
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Kurtosys are pleased to announce that we will be exhibiting at this year’s upcoming FundForum International event 2019. The venue for this year’s annual event is Bella Center in Copenhagen (the first time in the Nordics),…

Kurtosys Spotlight: James Dunne, fund factsheet webinar, Apple Card

By Elliot Burr on March 29, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features five ‘building blocks’ for impact investing, Santander’s James Dunne, our podcast with Manuela Froehlich, a noteworthy webinar, and the awaited launch of the…

Connecting the Dots – Jayne Fieldhouse [Podcast]

By Elliot Burr on March 28, 2019
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In the latest edition of the Kurtosys Podcast, we have a chat with Jayne Fieldhouse, who is the Head of Communications & Marketing at BlueBay Asset Management. Part of Jayne’s role is maintaining an excellent web…

Connecting the Dots – Stephen Wall [Podcast]

By Elliot Burr on March 25, 2019
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In another edition of our Kurtosys Podcast, we chat to Stephen Wall, who is the co-founder and head of marketplace and content at The Wealth Mosaic – a resource for wealth managers to better understand their…

Kurtosys Spotlight: Jet Lali, Investec podcast, Fintech League

By Elliot Burr on March 22, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features more industry podcasts from the archives, State Street’s Jet Lali, women in finance events, Brexit’s ongoing effect on finserv, SEO practice for marketing,…

Connecting the Dots – Manuela Froehlich [Podcast]

By Elliot Burr on March 20, 2019
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In this edition of the Kurtosys Podcast, we chatted with LRI Group’s Global Head of Business Development Manuela Froehlich. Manuela has worked in the investment industry for 30 years and discusses how sales roles in the…