Insights

Regulatory

3 weeks ago

SMCR – Key messages for Marketers

With 2 new regimes being implemented by financial services companies by December 2019, lets take a look at the potential impact on asset managers.

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Market Insight

4 weeks ago

Part 2: Discretionary Fund Managers: 4 tips on how asset managers could improve their relationship with DFMs

In part 2 of our DFM research, we provide four recommendations as to how marketers could operate differently to improve this important relationship.

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Brand

4 weeks ago

Brand Identity & Definition: Tips for discovering brand authenticity

Don’t be lazy – Keep digging for the finer nuances of what you
do differently & express it with heart and purpose.

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Market Insight

1 month ago

Part 1: Discretionary Fund Managers: How well do you know this key distribution channel?

Discretionary Fund Managers (DFMs) are increasingly acting as gatekeepers to the flow of retail assets in the investment market. We recently worked with research company, DISCUS, to find out how DFMs select funds, what they think of the asset managers who provide these underlying funds and what could be done to improve this relationship.

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Digital

1 month ago

Deloitte: Tech Trends 2019

This series of articles from Deloitte takes a broader look at technology than our typical focus on wealth & asset management. And they’re not short reads unless you opt for the Executive Summary.

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Digital

1 month ago

Digital fund distribution: recommendations for the Luxembourg fund industry

This paper is the first in a series of white papers on digitalisation and fintech matters which has been published by the Association of the Luxembourg Fund Industry (ALFI) in collaboration with KPMG.

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Market Insight

2 months ago

Revenue is a lousy measure of success for most ad campaigns

We spend a lot of time as a business trying to help clients develop marketing into a more powerful, data-driven function – ROI is a regular topic of conversation. Marketing teams across our industry are trying to find better ways of measuring their activities

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Brand

2 months ago

How does marketing influence and ensure a good client experience?

When you think about the experience clients have with your brand, what comes to mind?  What is their user experience when visiting your website? How do your sales team interact with them? Is written content enough to provi

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Market Insight

2 months ago

Video: Simon Hynes’ top 3 tips for someone who is new to the industry

Simon’s top tips include; having the right qualifications, looking beyond the obvious roles and work for a company you believe in..

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