There can’t be many people working at a senior level in UK asset management who wouldn’t admit, if only privately, that the industry has a trust issue. It’s nearly three years since Daniel Godfrey was ousted…

The latest CapGemini World Wealth Report is out, and it’s full of cheery news – rich people are richer than ever, and globally, there are more of them than ever before. The last two years have…

The last 3 years have seen a big shift in attitude towards “digital transformation” across the investment industry. The range of this change has been broad, and firms of all sizes across mutual funds/ETFs, private client…

With the nature of asset management changing all the time, it’s important that fund managers are flexible enough to adapt to market conditions in order to achieve their aim of increasing assets under management (AuM). With…

It’s the regulatory news that is on every institution’s metaphorical lips: MiFID II or, in its full glory, the Markets in Financial Instruments Directive (II). Indeed, this behemoth of European Union legislation has been the basis…

Asset management firms have some catching up to do – research continues to show an industry that lags behind the rest of the financial services sector when it comes to using data and analytics technologies. One…

TSAM is pitched as an event for senior decision makers from the world’s most innovative and forward-thinking asset managers globally. That’s why on June 21st 2017, Kurtosys are excited to be exhibiting at the event in…

Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…

Recently there’s been a lot of talk surrounding the increasing numbers of women having a hand in designing cars. When you think about it, it makes sense. Women buy the majority of automobiles and they influence 80%…

This blog post will examine some financial services (FinServ) that are marketed towards women in hopes of encouraging financial literacy among females (especially millennials like myself), as well as spreading the word on the financial resources…

The foundation of any financial firm’s digital experience starts with a well-designed, data-driven website. MyPrivateBanking conducted extensive research to compile the ultimate report on desktop and mobile websites for fund managers. The report analyzes the strong and weak…

A poster caught my eye during a recent visit to the Big Bang Data exhibition in London. The poster prompted me to think about this digital age, and was a reminder of my constant, total immersion in a…