investor engagement

The People’s Trust: a new model for investor engagement?

By David Prosser on December 30, 2016

It’s fair to say Daniel Godfrey, the founder of The People’s Trust, a new investment company raising funds for a launch in 2017, has ruffled a few feathers over the years. He was once a combative…

Flagship Asset Management improves investor UX with Kurtosys digital solution

By Bradley Mehl on June 8, 2016
Flagship Asset Management

CAPE TOWN, SA — June 8, 2016 — Kurtosys is proud to announce the launch of Flagship Asset Management’s new digital offering Powered by the Kurtosys WordPress Fund Website solution, the new Flagship site incorporates the…

Commonfund’s unique digital offering balances public & privileged investor content

By Courtney McQuade on June 3, 2016

As part of our continuing Kurtosys Insights series – we caught up with Tony Ialeggio, the CMO at Commonfund. As a private, nonprofit organization, part of Commonfund’s core mission is to enhance the financial resources of their clients and to…

Wealth Management – A new style in client expectations

By Hazel McHugh on June 8, 2012

There are many internal factors that are changing wealth management – those familiar pressures like regulation, margin squeeze and investor confidence that we discussed in our last post, a new era of client reporting. There are external developments…


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