To effectively market your brand, services and products, you need to fully understand who your customers are and how they behave. Understanding their fears, behaviours, their motivations and what information they consume. A deep understanding of the wealth management market is the key to making sure your message is being delivered to the right people at the right time.

This resources section is a collection of industry research reports, blogs, articles and best-practice guides that we think will help you gain a better understanding of the challenges, opportunities and ever changing trends of the asset management and financial services markets.

Please feel free to share, tweet, or contact us about these resources.


| Wednesday, Dec 13 2017

The Fund Marketers’ Playbook – Winter 2017/2018

Introducing The Fund Marketer’s Playbook Insight, tactics & strategies to engage with fund selectors About this report Via Investment Week’s audience and the high profile delegates who attend our events, we have access to the most influential fund professionals in the business. We are launching this series of research products to share insight from this […]

| Wednesday, Nov 29 2017

“Don’t call us, we’ll call you”: The intermediaries’ attitude to asset management sales people, and how to get around it

Author: Tom Wright, Director, Content & Performance Marketing Services, Incisive Media Who make up a sales team? Most asset managers maintain a distribution field sales team with a headcount somewhere between three and six people – with smaller groups having one or two staff, and larger groups supported by a further headcount of ‘Business Development […]

| Wednesday, Nov 15 2017

What information do intermediaries want from asset managers?

A recent survey by Cerulli, in association with Incisive Media, has looked at the interaction between financial advisers and fund management groups. As well as presenting a rounded view of advice firms from an AUM and client volume perspective, the survey offers up an interesting view on brand perception. Invesco, Prudential and M&G have the […]

| Monday, Oct 30 2017

Reaching key intermediaries with content marketing – the must read guide

Investment content marketers face challenges in disseminating their content to key intermediaries. How much content should they produce? How much should be specifically about product, and how much should look at markets? Marketers must walk a line between what financial intermediaries really want – detailed, impartial, accurate information about markets – and their own key […]

| Monday, Sep 18 2017

5 Key Findings From Investment Week’s Inducement Study

Once upon a time, corporate hospitality roamed free over the UK’s financial services landscape. But over the last decade, that’s all changed, with MiFID, The UK Bribery Act and the Retail Distribution Review all placing heavier restrictions on the entertainments that adviser firms are allowed to accept. With MiFID II – the most restrictive regulation […]

| Wednesday, Aug 09 2017

Proving ROI on content marketing in asset management

WORDS BY TOM WRIGHT, DIRECTOR OF CONTENT & PERFORMANCE MARKETING SERVICES, INCISIVE MEDIA Coming as I do from the tech sector, I’ve had to get used to a new set of financial acronyms, some of them confusing: IT has changed from Information Technology to Investment Trust, CIO has ceased to mean Chief Information Officer – […]

| Monday, Aug 07 2017

The key to using infographics to tell a story

BY DAN PARKER, CREATIVE DIRECTOR, INCISIVE WORKS A few month’s ago, Robin Richards from Ripetungi came in to talk to us about infographics, and unexpectedly introduced us to the works of Florence Nightingale, Joseph Priestly and William Playfair. Florence Nightingale we are all familiar with as the heroic nurse of the Crimean War, whose actions […]

| Monday, Jul 31 2017

Five things we learned at the Investment Marketing & Innovation Conference 2017

Working together for empowerment was one of the key themes that came through at Investment Week’s Marketing & Innovation Conference in London last month. Marketers from across the investment industry gathered in London’s Brewery for the conference which featured presentations from several experts including Jonathan Burston of Starcount, Pauline Bush of Hermes Investment Management and […]