Articles by Sam Shaw

BMO Marketing Perspectives: Opportunity through consolidation

By Sam Shaw on September 18, 2018
BMO-interview-city

After Bank of Montreal’s fund management arm acquired F&C Investments in 2014, the investment community has kept a keen eye on the phased rebrand and waited to see what it could expect from BMO Global Asset…

Asset managers need to embrace change and innovation to survive

By Sam Shaw on July 30, 2018
Innovate-Deloitte-redo

Luxembourg-based François-Kim Hugé is a partner at Deloitte, running fund registration services. In a recent interview with Kurtosys, he empathises with the conflicting pressures facing asset managers in order to remain competitive, scrutinises the role of…

‘No company without technology’: Jupiter’s Paul Kay on data science

By Sam Shaw on June 27, 2018
Data-Science-Jupiter

Paul Kay, Jupiter’s head of technology, reveals some lessons from his previous roles in the banking sector, lays out his ambitions for improving the group’s capabilities in data science and admits his bias in believing technology…

Life after the merger: Aberdeen Standard Investments [interview]

By Sam Shaw on May 22, 2018
M&A-Puzzle

Not quite a year since the completion of one of the asset management industry’s highest-profile mergers, Kurtosys felt it was time to meet up with Aberdeen Standard Investments’ Director of Operations, Mike Tumilty. Here he discusses…

CMO Interview: Honing a global asset management brand

By Sam Shaw on May 1, 2018
Anne-Marie McConnon

Kurtosys recently spoke with BNY Mellon Investment Management’s (BNY Mellon IM) Anne-Marie McConnon, Chief Marketing Officer, about her recent efforts to hone the group’s multi-faceted brand, the industry’s collective need to be more consumer-focused and the…

Wherever there is change there is opportunity: a CTO’s view

By Sam Shaw on April 3, 2018
Evolution-CTO

Kurtosys spoke recently with Matthew Oakeley, chief technology officer at Investec Asset Management about the dangers of believing technological hype, how regulation may be a necessary evil but it shouldn’t define your business as an asset…