Fund Marketing Friday

Kurtosys Spotlight: BNY Mellon Market Eye, Kelli Keough, Open Banking

By Elliot Burr on January 18, 2019
Kurtosys Spotlight 2

Welcome to our weekly digital spotlight! This edition of Kurtosys Spotlight features another wealth management digital leader, the perks of a certain trading platform, BNY Mellon’s content subsidiary site, optimism in wealth management and reflections after…

Kurtosys Spotlight: Graham Kellen, eagleglobal.com, robo-limitations

By Elliot Burr on January 11, 2019
Kurtosys Digital Spotlight

Welcome to our brand-new-for-2019 weekly digital spotlight! This year’s first edition of Kurtosys Spotlight features a digital leader in focus, a fresh website offering, a CIO’s perspective on the industry, music’s financial renaissance, reflections of robos…

AMMF #67: Fintech in 2019, MiFID II backlash, Bitcoin’s creator

By Elliot Burr on January 4, 2019

Welcome to our asset management marketing focus This week’s edition brings you the new year for wealth management, MiFID II’s problems, Orwellian fintech, and the identity of Bitcoin’s creator. Movers & Shakers Andrew Hunt Is now…

AMMF #66: 2018 in review, young investor gifts, New Year trends

By Elliot Burr on December 20, 2018
20-Dec-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you views the year in review, global digital banking, new pension problems, 2019’s trends and Christmas gifts for young investors. Movers & Shakers Nick White…

AMMF #65: A year of ETFs, fintech niches, Bitcoin memes

By Elliot Burr on December 14, 2018
14-Dec-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you views from the future, a year of ETFs, Christmas social media campaigns, and Bitcoin memes. Movers & Shakers Borja Fernández-Galiano Is now ➜ Director…

AMMF #64: Marketing masterclass, GDPR returns, investing in alpacas

By Elliot Burr on December 7, 2018
6-Dec-FI

Welcome to our asset management marketing focus This week’s edition brings you a marketing masterclass, GDPR reflections, a blockchain revelation for the FSI, and alpaca investments. Movers & Shakers Michele Colavito Is now ➜ Sales Manager,…

AMMF #63: Quant fund newbie, ESG problem, life on Bitcoin

By Elliot Burr on November 30, 2018
30-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a new quant funds player, fintech’s forward thinking, the ‘S’ in ESG, and living life on only Bitcoin. Movers & Shakers Derek Brander Is…

AMMF #62: Charitable fund, Fintech100, MiFID II returns

By Elliot Burr on November 23, 2018
23-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a charitable fund initiative, the new Fintech100, Black Friday/Black Monday and the ghost of MiFID II. Movers & Shakers Camilla McKane Is now ➜…

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…

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…

AMMF #58: New property fund, bitcoin wallet, SA investor behaviour

By Leandi Kolver on October 26, 2018

Welcome to our asset management marketing focus This week’s roundup brings you information on a new property fund and a recently launched bitcoin wallet, sheds light on South African investment trends and provides advice on how…

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