Interviews

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…

From EA to CEO, how this female founder kick-started her new venture

By Courtney McQuade on December 13, 2017
Sonya-Dreizler-FI

An interview with Sonya Dreizler, founder of Solutions with Sonya and former financial services CEO It’s a fact that women in finance show slim representation, and at the executive level, even more so. The Financial Times gathered…

Is Wall Street still a bastion of male domination?

By Courtney McQuade on November 27, 2017
Wall-Street-Male-Dominance

We are in the midst of a fire storm of controversy today chronicling inappropriate work place behaviors between men and women. The revelations about Silicon Valley and Hollywood are bringing renewed attention to this subject. Wall…

How South Korea’s mutual fund pioneer embraces digital disruption

By Courtney McQuade on September 25, 2017
Seoul

An Interview with Matthew Morgan, Global Strategic Marketing & Business Development Manager at Mirae Asset Global Investments The asset management industry has been notoriously slow in the adoption of technology. Competition and now better regulation are fueling…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017
LRI-Luxembourg

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group Marketing is sometimes a complicated dance of information and sales. It requires a deep understanding of the business, the client and…

The uncomfortable conversation about retirement

By Courtney McQuade on August 23, 2017
Retirement-Interview

An interview with Mariko Wilcox, Financial Advisor at Northwestern Mutual It’s easy to put off today what we need for tomorrow, but now Americans are starting to regret their procrastination of planning for retirement and, for…