As client needs evolve so do their expectations, shifting from product-driven marketing towards solutions-driven approaches - understanding a client’s overall needs and attempting to match them with relevant products. How do marketers pivot from individually marketing funds to taking a more holistic view of individual investors and their requirements?
With the phased introduction of the FCA Sustainability Disclosure Requirements well underway, what do asset managers need to keep in mind and how are UK financial services firms faring when it comes to complying with the new regulations?
Dwindling returns from equities coupled with greater accessibility and the democratisation of private markets are opening new areas of interest for mass affluent clients. As asset managers look to grow in the space, how can marketers position and differentiate their offering against existing products and alternative fund managers?