Articles by Elliot Burr

AMMF #61: Gender equality lens, website launch, Stan Lee

By Elliot Burr on November 16, 2018
16-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a gender equality assessment tool, a brand new website launch, Brexit effects and Stan Lee’s impact on finance. Movers & Shakers Mandy Lui Is…

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

By Elliot Burr on November 9, 2018
9-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a rebranded website, economic novels, the true meaning of ESG and a monumental crypto giveaway. Movers & Shakers Nadine Killoran Is now ➜ Senior…

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

By Elliot Burr on November 8, 2018
DMFS-NY

Kurtosys is pleased to announce that we will be sponsors at the upcoming Digital Marketing for Financial Services Summit. The full address for the New York-based event is as follows: New York Marriott at the Brooklyn…

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

By Elliot Burr on November 2, 2018
2-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you the 20 biggest wealth firms, an awards ceremony, Brexit breakthroughs and advisory horror stories. Movers & Shakers Margaux Del Valle Is now ➜ Senior…

Kurtosys to exhibit at Global Wealthtech Summit 2018 in London

By Elliot Burr on October 31, 2018
Wealthtech-Kings-Cross

Kurtosys is pleased to announce that we will be exhibitors at the upcoming Global Wealthtech Summit 2018. Dubbed as the ‘leading wealthtech event’ in Europe, this year’s conference will take place on 7 November 2018 in…

Kurtosys Head of Digital speaks at Financial Services Forum event

By Elliot Burr on October 25, 2018
FS-Forum-London

Kurtosys is pleased to announce that it is sponsoring the latest Financial Services Forum event. Entitled The Future of Asset Management, the half-day event will take place on Thursday 1 November 2018 at the following address:…

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

By Elliot Burr on October 19, 2018
19-Oct-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you the Fidelity of the future, gaming’s IPO surge, further ESG importance and failed UFO investing. Movers & Shakers Charlotte Boon Is now ➜ Sales…

Kurtosys CEO talks at LRI Investment Summit 2018

By Elliot Burr on October 16, 2018
Frankfurt-LRI

Kurtosys is pleased to announce that our CEO Mash Patel will be a keynote speaker at the LRI Investment Summit 2018 on Tuesday 30 October. The annual conference acts as a remarkable networking opportunity for the…

AMMF #56: ESG focus, irresponsible investing, the Bitcoin rat

By Elliot Burr on October 12, 2018
10-October-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you an ESG fund overhaul, irresponsible investing, a multiple ETF launch and an inflatable Bitcoin rat. Movers & Shakers David Barfoot Is now ➜ Head…

AMMF #55: Merian brand launch, guest webinar, Robot Wars

By Elliot Burr on October 5, 2018
5-Oct-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a global rebrand, finserv moves from Salesforce, more ETF exposure and Robot Wars. Movers & Shakers Amy Forrest Is now ➜ Country Marketing Manager…

AMMF #54: Adobe and Marketo, blockchain banking, RIA rockstars

By Elliot Burr on September 28, 2018
28-Sept-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a multi-asset veteran, wealth management’s changing landscape, a major MarTech acquisition and RIA rockstars. Movers & Shakers Alex Hoctor-Duncan Is now ➜ Sales Executive…

Are asset managers preparing for a no-deal Brexit?

By Elliot Burr on September 25, 2018
No-deal-Brexit

The March deadline for Britain’s definitive exit from the European Union is looming, but how is the state of asset management fitting into the grand scheme of things? We’ve recently released a report on the topic…