Stirlingshire’s Post

Asset management would be nothing without end-investors and those who guide their decisions, and so, for Matt Oomen, a major influence on the sector’s own evolution over the past decade has been the shift from financial advice to financial planning. Author: Julian Marr https://lnkd.in/eGQVr_vt #assetmanagement #bnymellon #investors #financialplanning

Financial Results - 23 March 2021 Financial Results for the period from 4 July 2019 to 30 September 2020 TEAM plc (AIM: TEAM), the Jersey based active fund management group, announces its audited results for the period from 4 July 2019 to 30 September 2020. The Company notes the financial results are for a period prior to listing its listing on AIM. Key Information ·      Revenues of £0.70 million for the period ·      Loss before tax in the period of £0.47 million ·      Net assets of £1.37 million as at 30 September 2020 ·      TEAM plc acquired TEAM Limited in January 2020, and the below results include the financial results of TEAM Limited for the eight months up to 30 September 2020 ·      Post period end, on 8 March 2021, TEAM plc was admitted to trading on the AIM market of the London Stock Exchange, having net proceeds receivable by the Company of approximately £6.4 million. Read full document here: https://lnkd.in/e6nsKB9p

Asset managers are seeing that a consistently positive investor experience is a non-negotiable for client retention. In our recent Fund Distribution Outlook, we discuss why it may be easier to retain and upsell existing investors with new and differentiated products than acquire new investors: https://bit.ly/3TvPwcz #FundDistribution #AssetManagement #CrossBorderFunds

Asset managers are seeing that a consistently positive investor experience is a non-negotiable for client retention. In our recent Fund Distribution Outlook, we discuss why it may be easier to retain and upsell existing investors with new and differentiated products than acquire new investors: https://bit.ly/3TvPwcz #FundDistribution #AssetManagement #CrossBorderFunds

Asset managers are seeing that a consistently positive investor experience is a non-negotiable for client retention. In our recent Fund Distribution Outlook, we discuss why it may be easier to retain and upsell existing investors with new and differentiated products than acquire new investors: https://bit.ly/3TvPwcz #FundDistribution #AssetManagement #CrossBorderFunds

Asset managers are seeing that a consistently positive investor experience is a non-negotiable for client retention. In our recent Fund Distribution Outlook, we discuss why it may be easier to retain and upsell existing investors with new and differentiated products than acquire new investors: https://bit.ly/3TvPwcz #FundDistribution #AssetManagement #CrossBorderFunds

Asset managers are seeing that a consistently positive investor experience is a non-negotiable for client retention. In our recent Fund Distribution Outlook, we discuss why it may be easier to retain and upsell existing investors with new and differentiated products than acquire new investors: https://bit.ly/3TvPwcz #FundDistribution #AssetManagement #CrossBorderFunds

Asset managers are seeing that a consistently positive investor experience is a non-negotiable for client retention. In our recent Fund Distribution Outlook, we discuss why it may be easier to retain and upsell existing investors with new and differentiated products than acquire new investors: https://bit.ly/3TvPwcz #FundDistribution #AssetManagement #CrossBorderFunds

Where is the market heading in 2024? Thrivent Asset Management leaders discuss their views on what looks like a soft landing for the U.S. economy and a more positive year ahead. Watch the video.

BBH's 2024 Fund Distribution Outlook is live! We've captured the opinions of asset managers to examine how industry trends are influencing their distribution strategies. Read the report here to learn how they're adapting for success in 2024 and beyond.