Wealth Management

Connecting the Dots – Winnie Sun [Podcast]

By Elliot Burr on October 16, 2019

In this edition of our Connecting the Dots podcast, we chat with co-founder of Sun Group Wealth Partners and social media influencer Winnie Sun. Winnie outlines her history as a financial advisor, the founding of her…

Kames’ Mark Savage on industry professionalism, overhauls and ESG considerations

By Sam Shaw on October 2, 2019

Kurtosys spoke recently to Mark Savage, head of distribution – UK & Ireland at Kames Capital. We discuss the decline of the industry’s glamour but its rise in professionalism, frustrations with outdated marketing collateral and how…

41 attention-grabbing statistics about venture capital investments

By Ray Aso on September 10, 2019

Venture Capital firms have become more ubiquitous the past few years in financial circles. Particularly from the fintech industry, whereby challenger startup companies make the news through their seed funding round figures, backed by some of…

21 interesting facts about the wealth management industry [INFOGRAPHIC]

By Leandi Kolver on August 12, 2019

There are expected to be 7.7 million more high-net-worth-individuals (HNWIs) in the world by 2023, according to a report by wealth data business, Wealth-X. This equates to $20.9trn of newly created wealth in the next five…

3 Robo-advisors, £10,000: A Generation Z’s perspective

By Pippy Harrison on August 7, 2019
UK Robo-Advisor Investing

As a 17 year old that has limited knowledge of investments, I wouldn’t know what companies to buy stocks or shares with. Luckily, this is where robo-advisors come in. These companies take your money, and invest…

29 fascinating statistics about hedge funds

By Elliot Burr on August 5, 2019

With hedge funds gathering plenty of attention in financial news the past couple of years, looking at 2018’s dismal number of closures and their slight revitalisation in 2019, we’ve decided to compile a short list of…

Connecting the Dots – Liz Waldron [Podcast]

By Elliot Burr on July 25, 2019

In the latest episode of our Connecting the Dots podcast, we chat with Liz Waldron, Head of Digital and Marketing Services, Europe at Vanguard. Liz touches on her early career during the ‘tech boom and bust’,…

Hedge funds vs the digital world: revisiting the crypto-asset landscape

By Elliot Burr on May 22, 2019

It’s been a minute since we reflected on the performance of hedge funds; 18 months in fact, where an inspection into the rise of ETF popularity could have foretold a decline in hedge fund investing for…

An interview with Simon Ellis, HSBC Global Asset Management

By Sam Shaw on April 24, 2019

Kurtosys met with Simon Ellis, global head of client segments at HSBC Global Asset Management to hear his views on the two biggest (and most obvious) untapped client markets, where he thinks the regulator’s direction of…

Technology is Changing the Playing Field (and the Players)

By Dan Sondhelm on March 13, 2019

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 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

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…


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