Search
Generic filters
Exact matches only
Filter by Custom Post Type

Try: regulationpersonalisationautomation

Interviews

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

author

Interviews


The true meaning of digital transformation and the potential of big data – Investec IMS


Leandi Kolver on March 25, 2019

Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space.

Read now
author

Interviews


Big brands vs granular communications: Schroders’ Scott McKay


Sam Shaw on March 06, 2019

Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about the roles of big brand work to the most granular communications and offers some smart advice for marketers without the deepest of pockets.

Read now
author

Interviews


Next-generation technology, investors and partnerships with AXA IM


Sam Shaw on January 31, 2019

Rob Bailey, head of wholesale distribution at AXA Investment Managers, chats about their long-term focus and capturing the next generation of investors.

Read now
author

Interviews


Regulation, Fee Pressure, Political Noise: CIO Perspectives from Psigma


Sam Shaw on January 07, 2019

Sam Shaw talks with Psigma Investment Management’s chief investment officer, Tom Becket, who shares his views on today’s “saturated” industry as we enter a new year.

Read now
author

Interviews


Thoughts from Miton on Content, Technology & Fund Factsheets


Sam Shaw on December 06, 2018

Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.

Read now
author

Interviews


BlackRock’s Michael Gruener on Thematic Investing, Active-vs-Passive & Embracing Tech


Sam Shaw on November 20, 2018

BlackRock's Michael Gruener discusses the proliferation of thematic investing, and how embracing technology is absolutely crucial for asset managers to remain competitive.

Read now
author

Interviews


Keeping culture amid acquisitions: an interview with Liontrust’s John Ions


Sam Shaw on October 24, 2018

Liontrust's chief executive John Ions tells Kurtosys how his company’s culture is maintained amid organic growth and multiple acquisitions, and the role millennials will have to play in the future of investments.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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).

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now
author

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.

Read now