MiFID II

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…

Asset Management Marketing Focus #23

By Elliot Burr on January 26, 2018
26-Jan-ROUNDUP-FI

Welcome to our asset management marketing roundup Asset managers are increasingly looking to embrace digital, offering innovative ways to engage with investors who are looking to trust those that are up to speed. From marketing funds…

Asset Management Marketing Focus #22

By Elliot Burr on January 19, 2018
19-Jan-Roundup-FI

Welcome to our asset management marketing roundup Asset managers are increasingly looking to embrace digital, offering innovative ways to engage with investors who are looking to trust those that are up to speed. From marketing funds…

MiFID II: The Saga Continues [Video]

By Alexandra Filippova on January 17, 2018
MiFID-II-Featured-Image

3 January 2018 saw the implementation date for the Markets in Financial Instruments Directive II (MiFID II). After years of work, financial firms faced a last-minute dash at the end of 2017 to finalise their compliance…

Asset Management Marketing Focus #20

By Elliot Burr on January 5, 2018
5-Jan-Roundup-FI

Welcome to our asset management marketing roundup Asset managers are increasingly looking to embrace digital, offering innovative ways to engage with investors who are looking to trust those that are up to speed. From marketing funds…