MiFID II

AMMF #62: Charitable fund, Fintech100, MiFID II returns

By Elliot Burr on November 23, 2018
23-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a charitable fund initiative, the new Fintech100, Black Friday/Black Monday and the ghost of MiFID II. Movers & Shakers Camilla McKane Is now ➜…

Personalisation a key priority for financial marketing in 2019 [Survey]

By Paul Fawcett on November 6, 2018
Personalisation-Survey

Kurtosys has just released the 2018 edition for its annual survey, now in its fifth year, looking into how marketing within asset management firms is changing and adapting to the effects of digitalisation.   This year…

AMMF #48: Crypto hedge fund, wacky ETFs return, relocation news

By Elliot Burr on August 17, 2018
17-Aug-18-Roundup-FI

Welcome to our asset management marketing focus This week’s round up brings you the rise of crypto hedge funds, MiFID II woes, a celebrity rogue trader’s latest outing, and the newfound validity of wacky ETFs. Movers &…

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…