Insights

Please find below a collection of useful articles, documents and videos, some of which we wrote ourselves and some were written by our clients and trusted friends. We will try to cover all aspects of financial services, from retail to hedge funds via the institutional market and pension funds!

  • IPS Capital Strategy Review July 2016

    IPS Capital’s Partner and CIO Chris Brown discusses his strategy for this year.

    IPS Capital Strategy Review July 2016
  • IPS Capital Reviews 2016 and Looks Forward to 2017

    Chris Brown CEO of IPS Capital reviews 2016 and looks forward to 2017, chatting with Jonathan Blain, Partner at IPS Capital

    IPS Capital Reviews 2016 and Looks Forward to 2017
  • The importance of Consultants and Trustees – how it all works

    The UK’s largest pension fund is the Universities Superannuation Fund which has an AUM of around £48 billion. Consultants and trustees are key to accessing both private and public pension funds, so understanding the process from the initial RFI to the final beauty parade is vital if you want to market to this sector.

    The importance of Consultants and Trustees – how it all works
  • The Institutional Market

    The institutional market accounts for around 80% of the UK asset management landscape and is worth over £3 trillion. Tailored marketing is required to ensure that consultants, trustees and pension funds receive the information they need, when they need it.

    The Institutional Market
  • Understanding Retail

    Its a common misconception that the term ‘retail’ refers purely to direct clients. In actual fact, the retail sector accounts for around 19% of the assets managed in the UK and consists of wholesale and primary business channels.

    Understanding Retail
  • Using LinkedIn

    As a business focused social media network, if you are not already on LinkedIn, you really should be. LinkedIn is a great way to build your and your company’s profiles, broaden your professional network and market what you do.

    Using LinkedIn
  • Using Twitter

    Twitter can be used to build brand awareness and meaningful connections directly with potential clients, Financial Advisers and other professionals who may provide referrals. Read our article to find out how.

    Using Twitter
  • New Change FX Understanding mid market rates, & importance of liquidity

    NCFX continually measure the global FX markets to record a live, independent FX midrate.

    New Change FX Understanding mid market rates, & importance of liquidity

If you would like further information or an informal chat about your company’s marketing requirements, please do not hesitate to contact us.

+44 (0)7525 040222
info@northstreetim.com