Experience
We have extensive experience in finance and technology markets, both prior to Portfolio and since. We have worked for: consultants, insurance firms, stockbrokers, vendors and wealth managers. In particular, we work with financial technology vendors that market to the buy-side (asset managers, hedge fund managers, institutions, wealth managers etc).
Testimonials
“Russ has worked for me on a number of both marketing and PR projects over the last 5 years, and has always done a fantastic job. I have happily recommended Russ’ services to a number of companies over the years, without any hesitation at all, and will continue to do so for the foreseeable future.” Dean Brown, Director, Ernst & Young
New factors coming to the fore
‘I’ll have my bond; speak not against my bond.’ Shylock, The Merchant of Venice For any organisation trying to provide a small business lending facility, receivables finance makes perfect sense. In the current climate, turning an unpaid invoice into a collateralised asset in return for a fee is a far lower risk to the lender ...
Performance under pressure
Since the financial crisis, performance teams are under more pressure than ever. Ad hoc report requests with very short deadlines from fund managers – to appease fragile investors – have become the norm. The performance systems of the future will be able to deal with these requests through a different, ‘self-service’ business model whereby once ...
Attracting the new wealth investors
Everything is changing for the UK wealth management market; not only are they facing new regulations in the shape of the retail distribution review, but the markets are down or at best volatile, and in the face of this the typical wealth investor is also changing. Firms must now attract and retain a next generation ...
