What 20+ peer reviews told us to expect in 2026

The asset and wealth management firms winning in 2026 likely won’t be those with the most products, the biggest platforms, or the loudest marketing. Four key themes to watch out for next year.

11 December 4 mins

Where finance meets feelings

Fear, greed, overconfidence, regret – we talk about emotions in investing all the time. These are the headline makers, the stomach churners, the buzzwords that grasp our attention during times of volatility or uncertainty. But that’s only scratching the surface.

04 December 3 mins

The 2026 Stewardship Code explained

Enhanced flexibility recognises that true stewardship is not one-size-fits-all but a nuanced dialogue that must be told in ways authentic to each manager

20 November 4 mins

The future of asset management and ESG

“I think we will see firms continue to strip out explicit references to ESG and sustainability. They will favour language such as ‘resilience’ and ‘resilient’ and try to find other words that are less triggering,” says Alpha's Benjie Elston.

14 November 3 mins

Shh… Don’t flaunt our green credentials

The growing disenchantment with ESG in the United States has been well documented and, if we are being honest with ourselves, should not really come as much of a surprise. All movements and trends experience a natural ebb and flow, shifting between popular and unfashionable, until they find their equilibrium.

05 November 3 mins

Martech in 2023: our views on marketing automation and AI

White Marble’s Andrew Scott and Ross Treleaven used their time at the Financial Services Forum's Martech event to discuss marketing automation and its evolution alongside artificial intelligence. The relationship between marketing and technology, as well as the capabilities of AI in relation to automation, has dominated headlines of late.

03 July 3 mins

ESG is not fit for purpose

The recent Financial Services Forum posed the following question: ‘Is ESG still fit for purpose?’ By the end of the morning, the overarching consensus seemed to be “no”.  That is not to say ESG is not fit for purpose from an investment perspective - rather from a marketing one.   The reason for this is actually quite simple - ‘ESG’ as an acronym, as a concept, is too abstract.  

05 June 3 mins

The benefits of flexible working hours and top tips

In a recent poll we asked you to choose the most impactful thing employers can do to improve…

02 June 4 mins

The Investment Marketing Scoop: Focus on Account-Based Marketing

Pivoting under cost pressures through more a targeted approach. In an environment where marketing budgets are squeezed and…

11 May 2 mins

The AI Experiment part 1: Can one tool create a complete social campaign?

We've all been hearing a lot about the wonders of artificial intelligence (AI) recently, which got the White…

04 May 7 mins