In this episode, we are joined by Ollie Lago from Allianz Global Investors to explore how Allianz Investment Trusts have evolved their marketing to reach retail investors at scale. Covering Merchants Trust, Allianz Technology Trust and Brunner Investment Trust, Ollie explains how the team moved from product focused messaging to a clearer articulation of investor needs, supported by research, Consumer Duty testing and journey mapping.

We discuss the realities of marketing three separate listed companies under one master brand, the use of Sky AdSmart TV and stock story videos, and how evergreen content and always on activity support long term brand building as well as short term flows. Ollie also shares what the team has learned about younger investors, the increasing importance of digital channels, and where social media fits into their next phase of growth. A lot of content and lots to learn - enjoy!

In this episode, we’re joined by Rebecca Hoberg, Head of Client Marketing at Ninety One – a marketing leader driving strategic focus and commercial impact in institutional asset management. Rebecca shares how Ninety One sharpened its positioning around Emerging Markets and made its content work harder through smart repurposing and precision targeting.

Some background of Ninety One as you listen: Ninety One is an active, global investment manager managing over £152 billion. Their goal is to provide long-term investment returns for clients while making a positive difference to people and the planet. Established in South Africa in 1991 as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of their emerging-market roots, the company demerged to become Ninety One. Their heritage and approach bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset and alternatives to clients around the world - with their distinctive emerging-market investing expertise remaining a core strength alongside their broader global capabilities.

Listen as we dive into how hyper-targeted LinkedIn and paid media can reach the right decision-makers, why quality engagement beats volume every time, and how aligning sales, marketing and investment teams translates to measurable growth.

In this episode, we’re joined by Ross Duncton — the marketing leader behind the bold reinvention of F&C, the world’s oldest investment trust. Ross breaks down how the 150-year-old brand sharpened its audience strategy, built distinctive brand assets, and leaned into TV and TikTok to engage both today’s and tomorrow’s investors.

We chat about how to balance heritage with innovation, the role of social media in driving financial education and trust, and what it takes to secure board buy-in for brave marketing moves that fuel long-term growth.

We’re joined by Jeremy Laight, former CMO at Enness Global. A marketing leader with over 20 years in lead roles at Bupa, Crown Worldwide, NatWest, LendInvest and Travelex, he has driven marketing transformations, brand positioning, and customer experience (CX) strategies.

Listen now as we explore how CX, NPS and advocacy drive sustainable growth, why marketing should be at the heart of customer experience, and how to balance brand-building with commercial impact.

In this episode, we’re joined by Shakeela Williamson, an award-winning marketing leader with over 20 years of experience across financial services and fintech.

Most recently CMO of Marketing for Citi’s UK Consumer Bank and EMEA International Personal Bank, Shakeela has led strategies driving growth in high-net-worth wealth management and banking.

Tune in as she shares how to position marketing as a driver of revenue, how to gain influence in the C-suite, and the key to leading transformation through marketing strategy.

We’re joined by Anabela Figueiredo, CMO at Moneycorp, where she is shaping the global marketing function. Having built a career at the intersection of data, strategy, and technology, Anabela brings a unique perspective to marketing. Listen now as she shares insights on how marketing can act as a core business growth function, the role of data in shaping strategy, and how to build a truly customer-centric organisation.

We’re joined by Conrad Ford, Chief Product & Strategy Officer at Allica Bank, the UK’s fastest-growing fintech firms. Since joining Allica in 2020, Conrad has been pivotal in steering the bank’s strategic direction and it was named the UK’s fastest-growing business of 2024, for the second year running by Deloitte in its Technology Fast 50 Awards. Listen now as he shares his insights into marketing, digital transformation and growth in the fintech space.

We're joined by Neville Vyas, Head of Marketing EMEA & APAC at Impax Asset Management where he has been instrumental in navigating the company through significant growth phases, particularly in sustainable investing. With over three decades of expertise in asset management, professional services, and FinTech, Neville has shaped strategic marketing strategies across diverse markets, emphasising the alignment of marketing with broader business objectives. Listen now as Neville shares his insights.

We’re joined by Lauren Berkemeyer, Chief Marketing Officer at YuLife, a tech-driven insurance company that innovatively integrates gamification and behavioural science to promote healthy living and transform financial products for good. At YuLife, Lauren has built a high-performance marketing team from the ground up, fuelling growth through data-driven strategies and creative storytelling. Listen now as she shares her insights into building a marketing engine that drives substantial commercial impact.

We’re joined by Arlette Lee, Director of Marketing at Aravis Capital. With over fifteen years in the financial services industry, Arlette has spearheaded initiatives at Aravis Capital that have significantly enhanced brand visibility and client engagement - winning them a finalist place for Best Website and Best Video in the Investment Week Marketing & Innovation Awards 2024. Listen now to find out more.