25 best investment management websites
25 best investment management websites
A new look at the world of investment management websites
We’re back with an updated look at the very best in investment management site design.
This 2023 edition picks up where our most recent 2021 guide left off, reviewing the ever-growing selection of websites from the world’s top investment management firms.
The global economy and the investment sector have been through some significant ups and downs over the past two years, with the pandemic and a global economic slowdown creating a less stable platform for investment managers to trade in. With a tough macroeconomic environment to trade in, competition is more fierce and user experience can set you apart from your competitors. That’s why it’s so important to keep evaluating your client experience and how your site can add or detract from a good experience.
In this new report, we’re focusing on how investment managers are addressing these factors in their website and digital client experience. We’ve reviewed countless sites and selected 25 of the best websites that show interesting and noteworthy evolutions to meet the changing needs and expectations of both investment managers and private investors.
We’re back with an updated look at the very best in investment management site design.
This 2023 edition picks up where our most recent 2021 guide left off, reviewing the ever-growing selection of websites from the world’s top investment management firms.
The global economy and the investment sector have been through some significant ups and downs over the past two years, with the pandemic and a global economic slowdown creating a less stable platform for investment managers to trade in. With a tough macroeconomic environment to trade in, competition is more fierce and user experience can set you apart from your competitors. That’s why it’s so important to keep evaluating your client experience and how your site can add or detract from a good experience.
In this new report, we’re focusing on how investment managers are addressing these factors in their website and digital client experience. We’ve reviewed countless sites and selected 25 of the best websites that show interesting and noteworthy evolutions to meet the changing needs and expectations of both investment managers and private investors.
Kurtosys is always looking at the latest trends in website design & user experience to ensure our clients get the most out of their digital experiences. As senior product manager and now head of client service, I have learnt what a major role accessibility has played in recent years, as well as performance. These needs have to be carefully weighed up and considered given the complexity and the sheer amount of data that investment managers work with. Ultimately investors appreciate real insights delivered with simplicity.
Download a PDF copy
Introduction to our panel
Neil Thornburn
Chief Experience Officer
Neil is a creative senior leader with extensive marketing and digital experience across multiple global sectors, specializing in financial services and investment management.
Focusing on financial services, Neil has supported many organizations with their digital strategy including Lombard Odier and serving as Head of Digital EMEA at JP Morgan for five years.
Natalie Kennedy
Head of Client Service
When Natalie joined Kurtosys in 2017, she took on Web & Document implementation projects for some of Kurtosys’ largest clients. Natalie then moved into the product department to head up the product managers where she enjoyed being part of the wide range of SaaS solutions that are being developed.
She is now the Head of Client Service.
Adri Loubser
Digital Project Manager
Adri is a digital project manager whose roles have found her leading international projects from digital marketing agencies in South Africa, client service operations in Stockholm, full-tier app launches in India to digital strategy tools and work-flow processes in the UK.
Anneliese Thomas
Head of Marketing
In her role as Head of Marketing, Anneliese’s deep experience in digital and financial services is vital to continuously evolving customer experiences to serve investor needs. Having worked in a range of agencies, Anneliese is an experienced marketer with a passion for fintech.
What is included in the white paper:
- A clear focus on data, accessibility and performance specifically relevant to investment managers
- Seven key metrics, for easy comparison, including design, site speed, tailored content and ease of use
- An accessibility score (using the Google Lighthouse tool)
- A performance score (using PageSpeed Insights)