Eaton Vance, the Boston-headquartered multi-affiliate group, led by CEO Thomas Faust, has placed greater globalisation at the heart of its strategy. As Kurtosys met with business development director – financial institutions David Miles, he told us…

Kurtosys spoke recently with Dan Brocklebank, head of UK at Orbis Investments. He walked us through the tainted history of performance fees and how their structure can mitigate the too-common conflict of interest between asset manager…

This week’s edition of Kurtosys Spotlight features Clay Hagland, AI developments (or not), our podcast with Winnie Sun, a year in fintech, the FN Asset Management Awards and musings on the lead-up to Brexit. Digital Leader…

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…

This week’s edition of Kurtosys Spotlight features a firm’s rebrand to Lumyna, Ed Lecky-Thompson, social media in investment decisions, cybersecurity, AI, the World Fintech Report and the results of the #PaymentsRace. Digital Leader Spotlight: Ed Lecky-Thompson,…

In this episode of the Kurtosys Podcast we speak to Scott Stevens, Head of Business Development at Quilter Cheviot. Scott has a wealth of experience in asset management; in his 25 years in the financial world…

Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features CBRE Clarion Securities’ website, another featured digital leader in asset management, Franklin Templeton’s analysis of AI, collaboration in finance and roundups from Davos…

As 2018 draws to a close it’s the perfect time to look ahead and plan for the challenges and opportunities 2019 will bring. With this in mind, we’ve lined up the top 6 digital marketing trends…

Are there any practical uses for artificial intelligence in finance? Naysayers all over the world-wide-web will say that AI is just a fad; a continued blab at the expense of optimists that are excited by the…

Welcome to our asset management marketing focus This week’s edition brings you the 20 biggest wealth firms, an awards ceremony, Brexit breakthroughs and advisory horror stories. Movers & Shakers Margaux Del Valle Is now ➜ Senior…

Meagen Burnett, COO of Prudential Investment Managers outlines her vision for the South African asset management industry, shares her proudest achievement since joining the firm and discusses the potential of AI and machine learning for improved…

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…