Are you (really) speaking to your clients’ needs?

Lauren Thys, Investment Communications Manager, explains how insight into clients’ needs can help asset and wealth managers with more effective marketing.

21 May 3 mins

The Paradox of Institutional Marketing

Teams that sell investment management to institutional clients often call themselves "Institutional Marketing" - the rational being that…

04 December 2 mins

5 questions you’ve always had about market segmentation

Investment managers are struggling to differentiate themselves in the eyes of investors. This is a challenge I come…

18 September 4 mins

AIM High: Segmentation as part of your marketing strategy

Understanding your target market is crucial for marketing success, yet, so many companies fail to take their clients’…

24 August < 1 min

What do advisers want to see in fund group marketing?

As we continue striving to be of better service to financial advisers, how can we ensure that our…

15 May 3 mins

AIM High: The changing UK advisory market

The AIM High podcast, is hosted by Twink Field, White Marble Marketing CEO and Founder. She regularly invites…

12 February 2 mins

Marketing to advisers: recent trends

Marketing to financial advisers is no easy task and in the current competitive environment, financial services product and…

19 December 3 mins

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

In part 1 of our research, we worked with research company, DISCUS, to find out how DFMs select funds…

20 February 2 mins

Deep Dive – Discretionary Fund Managers: Part 1

A deep dive into Discretionary Fund Managers: Part 1 How well do you know this key distribution channel?…

12 February 5 mins

How-to: Adviser presentations

Adviser presentations are one of the key tools in gaining new clients and improving relationships within your existing…

07 January 2 mins