Interviews

A selection of engaging industry interviews with leaders in and around the asset & wealth management industry.

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Interviews


Increased collaboration can help industry overcome challenges – Prudential COO


Leandi Kolver on October 03, 2018

Meagen Burnett, COO of Prudential Investment Managers outlines her vision for the South African asset management industry.

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Interviews


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


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 and other pertinent issues.

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Interviews


BMO Marketing Perspectives: Opportunity through consolidation


Sam Shaw on September 18, 2018

We interview BMO's Ross Duncton, managing director, head of marketing & direct, and Stewart Conway, head of central marketing to hear about marketing developments since their consolidation of F&C.

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Interviews


Automation and AI – the future is digital for SA asset managers


Leandi Kolver on September 12, 2018

Nic Andrew, MD at Nedgroup Investments shares his views on digital transformation in the South African asset management industry.

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Interviews


Asset managers need to embrace change and innovation to survive


Sam Shaw on July 30, 2018

In this interview, François-Kim Hugé, a partner at Deloitte, urges the funds industry to up the pace of digital progress to better meet the demands of the next generation of investors.

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Interviews


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


Sam Shaw on June 27, 2018

We interview Paul Kay, Jupiter’s head of technology, who lays out his belief in data science being critical for asset managers to remain competitive.

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Interviews


Life after the merger: Aberdeen Standard Investments [interview]


Sam Shaw on May 22, 2018

Not quite a year since the completion of one of the asset management industry’s highest-profile mergers, Kurtosys interviewed Aberdeen Standard Investments’ Director of Operations Mike Tumilty on the group’s expanded global footprint, the need to be nimble and how timing is everything.

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Digital Marketing


CMO Interview: Honing a global asset management brand


Sam Shaw on May 01, 2018

Kurtosys recently spoke with BNY Mellon Investment Management’s Anne-Marie McConnon, Chief Marketing Officer, about her recent efforts to hone the group’s multi-faceted brand, the industry’s collective need to be more consumer-focused and the rising importance of data and the digital journey.

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Interviews


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


Sam Shaw on April 03, 2018

Kurtosys spoke recently with Matthew Oakeley, chief technology officer at Investec Asset Management, about the dangers of believing technological hype and the opportunities currently being explored around robotic process automation (RPA).

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Interviews


Why they call this digital project manager “the fixer”


Luke Hinchliffe on March 29, 2018

We interview Amanda Curran, dubbed "the fixer", who leads Project Management & Digital Implementation at global asset management firm AllianceBernstein.

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Interviews


How this Fintech influencer uses social media to drive engagement


Courtney McQuade on March 21, 2018

Social media is rarely seen as a way for an institutional consultant to engage with their clients. However, we had to pleasure to interview Danielle Guzman, whose role as a fintech influencer and social media branding expert at Mercer proves otherwise.

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Interviews


‘Trading Places’ and the trading floor: Bev Shah’s journey to FinServ CEO


Courtney McQuade on January 15, 2018

An Interview with Bev Shah, Founder & CEO of City Hive, on her past roles as trader and analyst and the founding of her own company in the current financial services industry.

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Interviews


Linda Duncombe: Citi’s “fintegration” in the ever-changing fintech landscape


Courtney McQuade on December 20, 2017

We interview Linda Duncombe, Chief Marketing Officer at Citi FinTech, on how "fintegration" is providing the best customer solutions in the industry.

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Interviews


From EA to CEO, how this female founder kick-started her new venture


Courtney McQuade on December 13, 2017

We interview Sonya Dreizler, whose experiences helped her to build her own company and assist financial services firms streamline their business operations.

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Interviews


Is Wall Street still a bastion of male domination?


Courtney McQuade on November 27, 2017

We asked three distinguished female leaders within the financial services industry what their experiences have been as women in finance.

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Digital Marketing


How South Korea’s mutual fund pioneer embraces digital disruption


Courtney McQuade on September 25, 2017

An interview with Matthew Morgan, Mirae Asset’s Global Strategic Marketing & Business Development Manager based in Seoul, South Korea.

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Interviews


Choreographing the perfect marketing strategy for asset management


Courtney McQuade on September 06, 2017

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group, on digital marketing strategy in the face of compliance.

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Interviews


The uncomfortable conversation about retirement


Courtney McQuade on August 23, 2017

An interview with financial advisor Mariko Wilcox, who describes her personal investment approach and the difficulties tailoring services to millennials.

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Interviews


Asset management marketing: keeping pace in an ever changing world


Courtney McQuade on August 10, 2017

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd, discussing how to stay current in today’s dynamic environment.

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Fund Marketing


The Future of Fund Factsheets: 8 Industry Insights


Courtney McQuade on July 06, 2017

We asked 8 industry professionals whether traditional fund factsheets are crying out for disruption, or still an essential tool for investors.

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Interviews


The Wealth Whisperer: An Interview with Winnie Sun


Courtney McQuade on July 05, 2017

Winnie Sun, Managing Director of Sun Group Wealth Partners, discusses her road to becoming a financial advisor, her views on digital disruption and more.

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