content marketing

Pictet’s Wendy Appleton on thematic investing, sales and Mega

By Sam Shaw on June 18, 2019

Wendy Appleton is Pictet’s Head of Sales – UK and Ireland. Kurtosys spoke with her recently about the accelerated interest in thematic investing, the power of less overt branding at reaching a new, wider, audience and…

Wooing RIA Gatekeepers: The “VIP Approach”

By Dan Sondhelm on April 25, 2019

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler…

Connecting the Dots – Niels Footman [Podcast]

By Elliot Burr on April 23, 2019

On the latest episode of our Connecting the Dots podcast, we talk with Niels Footman, Managing Director at investment writing agency CopyLab. As outlined in this 20 minute talk, Niels came to CopyLab from an editorial…

How to Use Long-Tail Keywords to Drive Traffic to Your Financial Site in 2019

By Aljaz Fajmut on April 17, 2019

If you’ve got a pretty nifty financial website but you’re not driving enough traffic, long-tail keywords could be the answer. Long-tail keywords usually contain 3 or more words, they’re super specific, and they’re not too competitive….

Connecting the Dots – Noel Hillmann [Podcast]

By Elliot Burr on April 8, 2019

In the latest episode of the Kurtosys Podcast, we chat with Noel Hillmann, the founder and Chief Executive of Clear Path Analysis. Noel explains the reasons for why he set up Clear Path Analysis – a…

Connecting the Dots – Jayne Fieldhouse [Podcast]

By Elliot Burr on March 28, 2019

In the latest edition of the Kurtosys Podcast, we have a chat with Jayne Fieldhouse, who is the Head of Communications & Marketing at BlueBay Asset Management. Part of Jayne’s role is maintaining an excellent web…

Connecting the Dots – Stephen Wall [Podcast]

By Elliot Burr on March 25, 2019

In another edition of our Kurtosys Podcast, we chat to Stephen Wall, who is the co-founder and head of marketplace and content at The Wealth Mosaic – a resource for wealth managers to better understand their…

Big brands vs granular communications: Schroders’ Scott McKay

By Sam Shaw on March 6, 2019

Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about how integrity, focus and mutual respect are factors in achieving success, the complementary roles of big brand work through to the most granular communications and…

Kurtosys Spotlight: Women in finance, Sarah Tatjana Baier, new banks

By Elliot Burr on February 22, 2019

Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features female empowerment in financial services, Sarah Tatjana Baier, content-focused research, new competitor banks, startup competitions, and a cat-like bank card. Digital Leader Spotlight:…

Next-generation technology, investors and partnerships with AXA IM

By Sam Shaw on January 31, 2019

Kurtosys spoke recently with Rob Bailey, head of wholesale distribution at AXA Investment Managers about the group’s long-term focus, the omnipresence of technology and capturing the interest of the next generation of investors. The role of…

Regulation, Fee Pressure, Political Noise: CIO Perspectives from Psigma

By Sam Shaw on January 7, 2019

As the investment community increasingly turns its hand to producing content, is it always being read by the right eyes, or is it purely for firms’ sales and marketing functions? Kurtosys recently met with Psigma Investment…

AMMF #66: 2018 in review, young investor gifts, New Year trends

By Elliot Burr on December 20, 2018

Welcome to our asset management marketing focus This week’s edition brings you views the year in review, global digital banking, new pension problems, 2019’s trends and Christmas gifts for young investors. Movers & Shakers Nick White…


white paper

The Road to Digital Maturity for Investment Managers


Download White Paper