millennials

Less jargon, more social responsibility – a vision for the SA asset management industry

By Leandi Kolver on September 20, 2018

Elize Botha, MD of Old Mutual Unit Trusts shares her views on the need for the asset management industry to follow responsible investment practices; provides insight into how asset managers can reach millennial investors; and explains…

Fund marketing to reach South African millennials – what you need to know

By Leandi Kolver on September 5, 2018

South African millennials (those born between 1982 and 2000) are good at saving money, with 69% of individuals having a savings account, but they are failing when it comes to investing for the long term, research…

Six ways asset managers can innovate using Open Banking

By Richard Watts on August 15, 2018
Open-Banking

Open Banking came into effect in the UK in January of 2018, but the on-going consideration of how this could change the user experience for advisers and wealth managers in the future is no longer a crystal…

South African Robo-Advisors: Hype or Worthy Investment?

By Leandi Kolver on June 13, 2018
South African robo-advisors

By 2022 robo-advisors will manage US$177 million in South African assets, up from only US$22 million this year, data by Statista shows. This translates into a compound annual growth rate between 2018 and 2022 of 68.8%….

What can Asset Managers learn from Millennial Investors?

By Richard Watts on April 23, 2018
millennial investors

I recently gave a short presentation as part of a panel event hosted by the Financial Services Forum. Entitled What Can We Learn From Millennials?, my talk focused on the asset management industry perspective, and why marketers…

Kurtosys Head of Digital tackles millennials at FS Forum panel

By Elliot Burr on March 27, 2018
Millennials-FS-Forum

On 17 April 2018, our Global Head of Digital Rich Watts will be a guest speaker at a Financial Services Forum event. Entitled What Can We Learn From Millennials?, this talk will focus on the asset…

Fund managers need to go straight to consumers

By Mash Patel on October 25, 2017
Direct-to-Consumer-Funds

While fund managers can be forgiven for not prioritising marketing activities when allocating their budgets right now – MiFID II compliance activities are obviously at the top of the list – there is a massive shift…

Millennial Investors: Is It Wise To Cut Out Humans?

By Graham Jarvis on October 2, 2017
Robo-advisor-phone

“The times they are a-changin’”, and with the growth of artificial intelligence (AI) in all industrial sectors, including financial services, the words of singer-songwriter Bob Dylan are certainly coming true. Attracta Mooney, an asset management reporter…

Wake Up, Asset Managers – Are Retailers Your New Competitors?

By Alexandra Filippova on September 14, 2017
Retailers-AMs

I have a lot of feelings on what the finance sector can learn from retailers. In my previous life I worked in the dreaded space of Executive Search or “Recruitment” as most refer to it. I…

The New Wave of Asset Management

By Mash Patel on September 12, 2017
New-Wave-of-AMs

We’ve been told a lot of things about millennials in the recent past. How they’re lazy. How they’re not lazy. How they are killing certain industries. And how they don’t have any money. There is a…

Friday Fund Marketing Roundup #26

By Elliot Burr on December 23, 2016
friday-roundup-new

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016
battlegroundf

How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…