Welcome to the third edition of our article on branding for asset and wealth managers. While the core elements of a strong brand remain unchanged – differentiation, simplification, trust, reputation, and monetization – the industry continues to evolve at an unprecedented pace. This update reflects critical shifts shaping the landscape: heightened regulation, AIʼs growing role…
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A former colleague recently reminded me of a memorable late-night rehearsal session in a Montreal hotel room, preparing a presentation for a final business pitch. Imagine the scene: One day, the phone rings: you are invited to pitch for an investment mandate in a week’s time (often, the notice period is even shorter). At that…
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I recently attended a presentation by an asset manager who was launching a fund, well after many of his competitors had launched a similar offering. Given this context, one of the main arguments of the presentation was “It’s not too late.” But did the manager realise that, despite his best efforts, his audience had heard…
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Most industries have their own codes, habits and language. A successful marketing approach in any of them must take full account of these particularities. Financial management is an example and the focus of this discussion. In fact, the work is twice as hard because the marketing effort must take place at two levels: inside the…
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Discover the sixth edition of the Hirschel & Kramer Responsible Investment Brand Index. It reviews 600 worldwide asset managers, with a view to evaluate how actual commitment to Responsible Investment connects with the brand architecture.
To learn more: www.ri-brandindex.org
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From the lacklustre performance of green funds, regulatory changes, political debates around ESG in the US to the cacophony of rating agencies: responsible investing is increasingly like navigating a maze. Trying to find your way by changing direction every time you hit a wall, yet knowing fully well that the only way out is going…
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A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:
