Category Archives: Clients

30/01/2013

Our latest survey on key initiatives among investment managers reveals that all firms are focusing on regulatory change programmes in 2013. 86% of the investment management firms who responded also indicate they are concentrating on client-focused initiatives. The primary drivers …

Read more


Handshake+squares_small
21/12/2012

The increasing interconnectedness and dynamic nature of today’s complex global financial markets has created a paradigm shift in the way in which financial service companies achieve their strategic objectives. No longer is developing appropriate products the primary factor in increasing …

Read more


20/01/2012

Is your firm behind in leveraging mobile technology and social media to enhance your client’s experience? As the investment industry changes and the demands and expectations of clients shift, financial services firms will need to engage their clients in new …

Read more


19/01/2012

Is your firm behind in leveraging mobile technology and social media to enhance your client’s experience? Mobile technology is creating a fundamental shift in human behavior. It offers the ability to access information everywhere, at any time, and engage with …

Read more


18/01/2012

Is your firm behind in leveraging mobile technology and social media to enhance your client’s experience? The worldwide adoption of these communication technologies is fundamentally changing how humans interact and how firms market, communicate and deliver their products and services. Technology …

Read more


Handshake+squares_small
04/07/2011

In our industry, investment performance is the primary concern of all investors, both individuals and institutions. Historically, this has resulted in investment management firms failing to take a strategic approach to the delivery of client management, but these times are …

Read more


02/03/2011

As client reporting is an investment manager’s main connection with their client – impressions count. So why do so many managers take reporting for granted? Over the years we have witnessed a remarkable number of cases where client reporting by …

Read more


14/02/2011

“Investment managers will need to transform themselves from product-centric to client-centric businesses if they are to survive” announced Peter Ellis, UK MD of Investit, as he opened the firm’s thirteenth bi-annual conference. The realisation that the ‘client is king’ is …

Read more


Handshake+squares_small
16/01/2011

The global financial crisis that developed in Q4 2008 was a seismic event in our industry, of which the aftershocks are still being felt.  It has led many to challenge the strong convictions that have characterised our industry for many …

Read more


Handshake+squares_small
24/01/2010

Transparency is a word that seems to be on everybody’s mind. It seems that someone somewhere is always calling for greater transparency to be provided. We have had the scandal of MPs’ expenses, concerns about bank charges, and reservations expressed …

Read more