Wealth Management

Technology is Changing the Playing Field (and the Players)

By Dan Sondhelm on March 13, 2019
Tech-playing-field

The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. At the core of the disruption is technological advancement,…

Show, Don’t Tell: 10 Times ESG Managers Used Stories

By Carolyn Marsh on February 18, 2019
ESG-stories

ESG content marketers have a good thing going. The zeitgeist is in their favor, and interest in sustainable investing is high. But it’s more than that: ESG managers have markedly more interesting topics to cover than…

The Savvy Investor Awards 2018

By Andrew Perrins on December 12, 2018
Savvy-Investor-Awards-2018

Kurtosys is pleased to be partnering with Savvy Investor, the world’s leading knowledge network for institutional investors. You may wish to consider joining their platform – it’s entirely free. Savvy Investor curates the best pensions and…

BlackRock’s Michael Gruener on Thematic Investing, Active-vs-Passive & Embracing Tech

By Sam Shaw on November 20, 2018
BlackRock-data-megatrends

BlackRock head of EMEA retail Michael Gruener believes the ‘active-vs-passive’ debate is now outdated, with both approaches deserving their place in investment portfolios. Speaking to Kurtosys, he foresees the proliferation of thematic investing, describes how embracing…

The Changing Face of Investment Management

By Andrew Perrins on November 12, 2018
Savvy Investor

The evolving future of asset management The papers below examine the changing face of investment management, both from an Asset Owner and an Asset Manager perspective. Leading investment consultants, bfinance, report on how asset owners are…

Kurtosys to exhibit at Global Wealthtech Summit 2018 in London

By Elliot Burr on October 31, 2018
Wealthtech-Kings-Cross

Kurtosys is pleased to announce that we will be exhibitors at the upcoming Global Wealthtech Summit 2018. Dubbed as the ‘leading wealthtech event’ in Europe, this year’s conference will take place on 7 November 2018 in…

No-fee funds: Will we all be working for free soon?

By Carolyn Marsh on September 24, 2018
No-fee-funds

There was a giant whooshing sound this month in the capital markets – the sound of nearly $1 billion flowing into the two zero-fee index funds launched in August by Fidelity. For their second act, the…

We still don’t talk enough about investor behaviour

By Robin Powell on September 3, 2018
Talking-investor-behaviour

It’s taken a long time, but at last investor behaviour is receiving something like the attention it deserves. You might be a genius at picking stocks or timing the market, or know the academic literature inside…

Building a Mobile First UX Strategy in Asset Management

By Richard Watts on August 28, 2018
Mobile-First-UX

Designing and implementing a ‘Mobile First’ strategy should really be a given. If any asset manager isn’t taking the steps to consider their mobile users, then there will be penalties for their digital brand footprint, either from…

Six ways asset managers can innovate using Open Banking

By Richard Watts on August 15, 2018
Open-Banking

Open Banking came into effect in the UK in January of 2018, but the on-going consideration of how this could change the user experience for advisers and wealth managers in the future is no longer a crystal…

Open Banking and the changing face of digital UX for wealth managers

By Richard Watts on August 8, 2018
Digital-UX-branding

Now that the dust has settled somewhat from 13th January 2018, when Open Banking officially came into effect in the UK, the fruition of banks providing APIs is well underway. We see banking truly entering the…

Asset managers need to show warmth as well as competence

By Robin Powell on August 6, 2018
Trust-competence-AM

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…

FEATURED DOWNLOAD

white paper

The Fintech Effect on Asset Managers

 

Download White Paper