Interviews

Less jargon, more social responsibility – a vision for the SA asset management industry

By Leandi Kolver on September 20, 2018

Elize Botha, MD of Old Mutual Unit Trusts shares her views on the need for the asset management industry to follow responsible investment practices; provides insight into how asset managers can reach millennial investors; and explains…

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…

Automation and AI – the future is digital for SA asset managers

By Leandi Kolver on September 12, 2018
Digital transformation in asset management

Nic Andrew, MD at Nedgroup Investments shares his views on digital transformation in the South African asset management industry, tells us about the vision behind the company’s roboadvisor platform and explains why he doesn’t believe traditional…

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…

Why they call this digital project manager “the fixer”

By Luke Hinchliffe on March 29, 2018
Same-direction-Amanda-Curran

An interview with Amanda Curran, who leads Project Management & Digital Implementation at AllianceBernstein   Tell us about your role at AllianceBernstein I’m a project manager and fall under the digital project management team. What tends…

How this Fintech influencer uses social media to drive engagement

By Courtney McQuade on March 21, 2018
Social-engagement-Danielle-Guzman

An interview with Danielle Guzman, Global Head of Social Media & Distributed Content at Mercer Social Media has been a way for consumer product companies and a whole host of others to extend their brand, messaging and…

‘Trading Places’ and the trading floor: Bev Shah’s journey to FinServ CEO

By Courtney McQuade on January 15, 2018
nyc-stock-exchange

An Interview with Bev Shah, Founder & CEO of City Hive – Women in Asset and Investment Management What drew you into the financial services industry? It was the film Trading Places. I watched it in my…

Linda Duncombe: Citi’s “fintegration” in the ever-changing fintech landscape

By Courtney McQuade on December 20, 2017
Citi-fintech-NYC

An interview with Linda Duncombe, Managing Director and Head of Growth, Chief Marketing Officer at Citi FinTech What’s your transition been like from Australia to New York City? In many ways, my transition from Australia to…