Two in Twenty with Aviva’s Kelly Mikhailoff
In this episode we talk to Kelly Mikhailoff of Aviva Investors. Hear her thoughts on team culture driven by diversity and empowerment, and key principles for marketing success.
17 December < 1 min
Two in Twenty with MFS’s Lucy Davidson
In this episode we talk to Lucy Davidson of MFS Investment Management. Hear about her transition into a senior managerial role, and her thoughts on career development.
25 November < 1 min
Two in Twenty with Janus Henderson’s Alanna Nensel
In this episode we talk to Alanna Nensel of Janus Henderson Investors. Hear about her journey through the industry, and tips for success.
11 November < 1 min
Isn’t strategy only done in-house?
Companies outsource for countless reasons, but one area that is becoming increasingly popular is strategy. Some people might recoil at the thought; afterall, isn't that a key business priority that should be safeguarded in-house? But an outside perspective and access to wider industry expertise could make the difference between coming up with a broad plan or crafting a step-by-step strategy of how to achieve your goals.
20 June 3 mins
Investing in knowledge can pay marketing dividends
Advisers need technical understanding to be able to assess increasingly complex strategies and the fluency to explain them to clients in a Consumer Duty world. Product brochures and factsheets alone no longer suffice. In response, leading firms are building educational platforms where advisers can learn, ask questions and get help when taking the theoretical and making it tangible.
13 June 3 mins
Marketing active ETFs in a volatile market
ETF interest has continued to boom across both retail and institutional markets, driven in part by rising financial literacy on platforms like TikTok and Instagram. As retail investors grow more confident, active ETFs have emerged as a compelling option because they offer a streamlined pathway to strategy, flexibility, and downside management. But with growing popularity comes strong competition.
05 June 2 mins
Client segmentation – where to begin?
Marketing without an understanding of your target audience is akin to shouting into a void. If you don’t know what your audience wants, how can you deliver messaging and activation that catches their attention, resonates with their needs, and compels them to engage with you? With this in mind, asset and wealth managers who want to connect more strongly with their customers and create tailored, impactful marketing strategies must have a strong foundation of client segmentation.
15 May 3 mins
Why metadata is marketing’s hidden superpower
Metadata isn’t flashy - it doesn’t headline campaigns and isn’t projected onto billboards. Firms that treat metadata as core infrastructure - not back-office admin - build content ecosystems that are easier to manage, adapt and grow. In a high-volume, high-stakes sector like wealth and asset management, this structure is the difference between scattered output and strategic impact.
08 May 3 mins
Cool, calm and collected: marketing amid turbulence
Moments of external turbulence should prompt internal reflection. What are the values and beliefs that ground your business? What commitments have you made to your clients, to your team, and to your long-term strategy Marketing teams should start by convening internally: revisit your brand pillars, your client promises, and your mission statements. These are your anchor points.
10 April 2 mins
Diverse portfolios, yes. But diverse people… no?
Concentration risk is not just a cause for concern when it comes to your investments, it is also a potential problem in your workforce. Maintaining a narrow concept of talent and capability means companies are overlooking a powerful and underutilised group that could spark some true innovation
03 April 2 mins