If you’re about making digital happen in wealth and asset managers – you’re in the right place.


Digital WAM is all about events. Getting people together who do the same job in the same sorts of firms. We aim to have quarterly events, you choose the topic, we take care of the rest.


News, views and resources from the interweb that should be of interest to digital marketing people in wealth and asset management. Not of interest? Get in touch and write a post yourself!


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A baptism of fire – Digital Wealth Insights launches: DigitalWealthInsights.com (beta)

17th February 2017

“I’ve got this” – my final thought before I walked out my front door and faced the day we launched http://www.digitalwealthinsights.com/ At F&TRC usually they come to us. They pay us. They ask us to help them ‘fix it’, ‘build it’ or ‘measure it’.  Not this time! With our new service we went to them. … Read more

‘All Roads are Leading Towards Retail’​: Quantum Leap Forward for Digital Investment Management | Steve Haysom

16th February 2017

Delegates at the well attended Robo-investing Europe 2017 conference in London’s Canary Wharf witnessed the metamorphosis of an industry; digital wealth management ceased to be the preserve of a few hardy pioneers, and came to the fore as a transformational force that will not only revolutionise wealth management, but also impact on so many other … Read more

Rebuilding the IT-Business Bridge for the Future of Work – Post*Shift

16th February 2017

 One of the organisational issues holding back many firms trying to accelerate the digital transformation is the gap between IT/Digital functions and the wider business. The business needs to be able to trust IT to play a leading role in digital-driven business transformation, and without that trust and high levels of involvement, IT will find … Read more

How Marrying Sales And Marketing Transforms Your Business [Infographic] | Social Selling Masters Course

15th February 2017

It’s well known that coupling your sales and marketing for your business is the ideal way to increase revenue, and to maximise the out put of your marketing team.  Making sure you are correctly marrying the two together is not as difficult as you think, and will create a balance and alignment within your company … Read more

The Great Big List of 23 Types of B2B Marketing Campaigns, by Funnel Stage

14th February 2017

Need ideas on how to generate high quality demand and turn prospects into customers? You’ve come to the right place. Here is a list of 23 types of B2B marketing campaigns, as well as descriptions of when they are typically appropriate to use. The list is broken down by stage of the funnel. In line … Read more

Blockchain for asset management – the hype, the hope

14th February 2017

Stephanie Nelson – Client Strategy at HSBC Global Asset Management The noise around blockchain, the distributed ledger technology behind bitcoin, increased again in 2016, so much so that even the still-sceptical, with their hands clasped firmly over their ears, could not fail to hear it. However, at the current pace of change, it’s hard for some … Read more