Artificial Intelligence

Eaton Vance’s David Miles on globalisation, AI, and life as a multi-affiliate outfit

By Sam Shaw on December 10, 2019

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…

Orbis Investments’ focused ethos, streamlined fund range and views on divisive fees

By Sam Shaw on November 12, 2019

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…

Kurtosys Spotlight: Clay Hagland, FN awards, road to Brexit

By Elliot Burr on October 25, 2019

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…

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…

Kurtosys Spotlight: Lumyna, Ed Lecky-Thompson, AI continues

By Elliot Burr on June 7, 2019

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,…

Connecting the Dots – Scott Stevens [Podcast]

By Elliot Burr on March 11, 2019

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…

Kurtosys Spotlight: CBRE Clarion Securities, Edouard Legrand, Davos

By Elliot Burr on January 25, 2019

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…

The Top 7 Digital Marketing Trends to Hit Financial Services in 2019

By Leandi Kolver on December 17, 2018

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…

Financial marketers, don’t fear your AI friends

By Elliot Burr on December 3, 2018

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…

AMMF #59: Brexit breakthroughs, Bitcoin’s birthday, advisory horror stories

By Elliot Burr on November 2, 2018

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…

Increased collaboration can help industry overcome challenges – Prudential COO

By Leandi Kolver on October 3, 2018

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…

Less jargon, more social responsibility – a vision for the SA asset management industry

By Leandi Kolver on September 20, 2018

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…


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