A blog for innovative fund marketing and investor servicing professionals
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Regulation


MiFID II: The Saga Continues [Video]


Alexandra Filippova on January 17, 2018

Two weeks after the implementation of the directive, Allie Filippova from Kurtosys assesses MiFID II's past, present and future implications.

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News


Kurtosys sponsors the Cross-Border Distribution Conference, Luxembourg


Luke Hinchliffe on January 16, 2018

Kurtosys are proud to be gold sponsors of the Cross-Border Distribution Conference on the 30th of January 2018 in Luxembourg, an event hosted by Deloitte.

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Interviews


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


Courtney McQuade on January 15, 2018

An Interview with Bev Shah, Founder & CEO of City Hive, on her past roles as trader and analyst and the founding of her own company in the current financial services industry.

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Digital Marketing


Asset Management Marketing Focus #21


Elliot Burr on January 12, 2018

This week’s round up brings the latest movers and shakers, fintech predictions, a boost to gender equality investing and the weirdness of 2017.

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FinTech


The Fintech World Series: Mexico


Elliot Burr on January 09, 2018

Mexico's high mobile penetration offers further potential for its budding fintech scene to flourish amongst advanced interest from the government.

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Digital Marketing


Asset Management Marketing Focus #20


Elliot Burr on January 05, 2018

This week’s round up brings you a new year, fund developments in China, podcasts, predictions, and updates in a post-MiFID II enacted world.

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Regulation


FCA platform inquiry poses new threat to fund marketers


David Prosser on December 28, 2017

Any negative determination by the FCA clearly has the potential to pose a material risk to asset management firms caught up in the crossfire.

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Interviews


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


Courtney McQuade on December 20, 2017

We interview Linda Duncombe, Chief Marketing Officer at Citi FinTech, on how "fintegration" is providing the best customer solutions in the industry.

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Wealth Management


A post-hedge fund world? Inspecting the ETF epidemic


Elliot Burr on December 18, 2017

Has the almost meteoric rise of Exchange-Traded Funds in the past few years seen the rebirth of the concept cynically dubbed the “hedge fund death”?

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Digital Marketing


Asset Management Marketing Focus #19


Elliot Burr on December 15, 2017

This week’s round up brings you new fund launches, the dangers of digitalisation, final MiFID II alerts and an end-of-year music in finance special.

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Interviews


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


Courtney McQuade on December 13, 2017

We interview Sonya Dreizler, whose experiences helped her to build her own company and assist financial services firms streamline their business operations.

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Fund Marketing


Savvy Investor’s Best Investment Industry Paper Award 2017


Andrew Perrins on December 11, 2017

Results from the Savvy Investor Awards: papers judged on the basis of their quality and readability and appeal to their institutional investor audience.

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