MiFID II

AMMF #45: Bitcoin ETF hype, MiFID II continues, Peter Gabriel

By Elliot Burr on July 27, 2018
27-July-Roundup-FI

Welcome to our asset management marketing focus This week’s round up brings you multiple fund partnerships, Gina Miller vs the FCA, Bitcoin ETF possibilities, and Peter Gabriel on blockchain. Movers & Shakers Vincent Forestier Is now ➜…

Benchmarking should help, not hinder, transparency

By Robin Powell on July 3, 2018
Benchmarking-hinder

Benchmarking is part of modern life. Whether you’re deciding on a school for your child or a hospital for your operation, comparing holiday packages, or checking that you’re not overpaying for gas or car insurance, you…

‘No company without technology’: Jupiter’s Paul Kay on data science

By Sam Shaw on June 27, 2018
Data-Science-Jupiter

Paul Kay, Jupiter’s head of technology, reveals some lessons from his previous roles in the banking sector, lays out his ambitions for improving the group’s capabilities in data science and admits his bias in believing technology…

AMMF #40: MiFID II backlash, crypto-revisit, Tony Hawk

By Elliot Burr on June 22, 2018
22-June-Roundup-FI

Welcome to our asset management marketing focus This week’s round up brings you an ETF partnership, a crypto-fund revisit, MiFID II backlash and Tony Hawk on financial advisors. Movers & Shakers Saphia Gaouaoui Is now ➜ Head…

Don’t let Brexit derail fund transparency

By Robin Powell on June 11, 2018
Brexit-Derail

With the countdown ticking on Britain’s exit from the European Union, huge attention is being given to what it all means for the City of London. This, of course, is only right. The City is a…

AMMF #38: Seven new funds, Brexit backlash, Bitcoin rap

By Elliot Burr on June 1, 2018
1-June-Roundup-FI

Welcome to our asset management marketing focus This week’s round up brings you a Brexit and MiFID II conundrum, the return of website spotlight, a seven-tier fund launch and a Bitcoin rap. Movers & Shakers Christian Claßen…

How Asset Managers are Using M&A to Strengthen & Diversify

By Ray Aso on May 29, 2018
M&A-Blog

Global merger and acquisition (M&A) activity is set to increase in asset management in 2018. Given the rapid growth of this issue in the industry, we’ve been following the actions of institutions more and more closely,…

AMMF #35: Richard Branson fund, bitcoin ban, Luxembourg limelight

By Elliot Burr on May 11, 2018
11-May-Roundup-FI

Welcome to our asset management marketing roundup This week’s round up brings you two FinServ forays for Virgin, post-MiFID II benefits, a crypto-ban, and AUM’s Luxembourg love affair. Movers & Shakers Sam Blanshard Is now ➜ Head…

Why Panorama won’t tackle fee transparency

By Robin Powell on April 26, 2018
Fee-Transparency-TV

At long last, we’re starting to see serious coverage of transparency issues in asset management in the UK press. For many years, it’s been blogs like mine, The Evidence-Based Investor, and groups like the Transparency Task…

AMMF #33: Impact investing, LRI survey, Warren Buffett’s challenger

By Elliot Burr on April 20, 2018
20-April-Roundup-FI

Welcome to our asset management marketing roundup This week’s round up brings you the traditional vs robo-advisor debate, a MiFID II zombie, a social media investor survey and Warren Buffett’s biggest fan. Movers & Shakers Steven Gardner…

Six ways that asset managers can start cutting costs

By Robin Powell on April 11, 2018
Cutting-Costs-Fund-Managers

It’s one of the ironies of Thatcherism that, more than 40 years after the sudden deregulation of financial markets known as the Big Bang, the one sector of the UK economy that has not yet been…

Wherever there is change there is opportunity: a CTO’s view

By Sam Shaw on April 3, 2018
Evolution-CTO

Kurtosys spoke recently with Matthew Oakeley, chief technology officer at Investec Asset Management about the dangers of believing technological hype, how regulation may be a necessary evil but it shouldn’t define your business as an asset…