Lauren Thys, Investment Communications Manager, explains how insight into clients’ needs can help asset and wealth managers with more effective marketing.
21 May 3mins
The Paradox of Institutional Marketing
Teams that sell investment management to institutional clients often call themselves "Institutional Marketing" - the rational being that…
04 December 2mins
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 4mins
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 < 1min
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 2mins
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 3mins
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 2mins
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?…
