Client Servicing

Why fund managers need to watch their language

By Luke Hinchliffe on December 5, 2017
Watch-Your-Language

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…

How Will MiFID II Affect US Asset Managers?

By Alexandra Filippova on August 9, 2017
MiFID-II-US-&-EU

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 managers, is it time to monetise compliance and tax?

By David Prosser on August 2, 2017
Monetise-compliance-tax

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…

5 Reasons to attend TSAM New York (#4 will shock you!)

By Luke Hinchliffe on June 20, 2017
5 Reasons to go to TSAM New York

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…

MiFID II Level 2: Sales, Distribution & Marketing…are you miffed?

By Mash Patel on October 3, 2016
MiFID-II Level 2

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…

Women in ETFs: More than Meets the Eye?

By Courtney McQuade on July 7, 2016
Women in ETFs logo

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%…

FinServ: How Women Perceive It

By Sarah Mardiney on May 9, 2016
FinServ Women

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…

Q&A: MyPrivateBanking’s Report on Fund and Asset Management Websites

By Luke Hinchliffe on February 17, 2016
fund-and-asset-management-websites

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…

How to Effectively Ride the Data Tsunami

By Deepa Fernandez on February 9, 2016
wave-of-data

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…

Asset Management in 2016 – Your Predictions

By Luke Hinchliffe on January 7, 2016
asset-management-in-2016

2015 was an exciting year for the global asset management industry. The popularity of robo-advisors, the rise of Millennials and the growth of ETFs were just a few drivers of change in the asset management sector…

Why Financial Services Can’t Afford a TalkTalk Disaster

By David Prosser on December 15, 2015

TalkTalk thinks this autumn’s cyber attack could cost it £35m – and that’s before the reputational damage that the telecoms company has suffered at the hands of its tormentors. To which leading financial services companies –…

6 Elements of the Perfect Secure Portal [INFOGRAPHIC]

By Gerritt Graham on November 24, 2015
6 Elements of the Perfect Secure Portal for wealth management

If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…