The Growth-Engine Marketing Podcast

In this episode, we're joined by Leah Martin, Head of Marketing at Seraphim Space Investment Trust, who built the brand, content and social infrastructure of one of the most distinctive investment trusts in the UK — as a team of one. Over five years at Seraphim, Leah has grown a 30,000-strong organic LinkedIn following, developed a visual content strategy powered by native satellite imagery, and b...

In this episode, we're joined by Andrew Jenkins, founder of Volterra Digital and one of Canada's most respected social media strategists, with over two decades of experience helping major financial institutions build social strategies that go beyond paid campaigns. Most recently, Andrew has worked with some of Canada's largest banks and financial services firms, guiding them from campaign-only thi...

In this episode, we are joined by Gillian Elcock, a board director and non-executive coach working across multiple listed investment companies. Gillian brings a sharp, practical perspective on how investment trusts are rethinking marketing, governance and investor engagement at a time when competition for attention has never been higher — from TikTok to Netflix and everything in between. Listen as...

In this episode, we are joined by Stewart, a senior marketing leader and Great Britain Ironman athlete whose career spans firms such as Jupiter, Columbia Threadneedle, Bank of Montreal and Merrill Lynch. Stewart brings together performance coaching, sport and digital transformation to explore a simple question: are we actually getting in the way of AI? Listen as we discuss why AI should be an exos...

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, Consu...

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: N...

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...

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 ex...

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...

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-...

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 marke...

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...

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...

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 fin...

We’re joined by Alex Leay, Group Head of Wholesale Marketing and Head of UK Marketing at HSBC Asset Management, where she has played a pivotal role in steering the marketing strategies across a global landscape. Listen now as we discuss how Alex has transformed marketing perceptions within HSBC, her strategies for aligning global marketing campaigns with local market needs, and her insights into f...

In this episode of The Growth Engine, David is joined by Rick Cannon, the Marketing Director for EMEA Campaigns at AllianceBernstein. Known for his expertise in digital-first campaigns and strategic capability development, Rick has a proven track record of driving brand growth and innovation in highly competitive markets.

We’re joined by Deon Pillay, Head of Marketing Technology, Enablement, and Governance at Legal & General Investment Management. Deon brings over a decade of experience at LGIM, where he has played a pivotal role in transforming marketing strategies through innovative technology and robust governance frameworks. Join us as Deon shares insights into how marketing technology can enable sales, the...

We’re joined by Mark Evans, the former MD, Marketing & Digital of Direct Line Group, who led its transformation by redefining the brand through iconic campaigns, elevating the company’s market position and achieving multiple IPA Effectiveness Gold Awards. Mark now continues to shape the marketing landscape through his involvement with The Marketing Society, his advisory roles across sectors, a...

We’re joined by Brian Stewart, Global Head of Customer Insight, Web Experience & Analytics at AXA Investment Managers. With over twenty years of experience, Brian specialises in the effective use of market research tools, technologies and data insight to improve the client experience within asset management firms. Listen now to understand the approach he has championed at AXA investment manage...

We’re joined by Claire Oldstein, Group Customer and Marketing Director at Wesleyan, and Eve Clowes, Head of Customer Acquisition & Management. Claire's strategic prowess and Eve's innovative marketing methodologies have been instrumental in steering Wesleyan through a digital and strategic metamorphosis, positioning it as a beacon of customer-centricity and brand excellence in the financial se...

We’re joined by Nick Morgan, Head of Brand Strategy, EMEA and Americas at Invesco. With over 15 years of experience at iconic UK brands, he is recognised for his exceptional leadership in brand and marketing. Nick shares his approach to brand management, the importance of building strong relationships and driving change, and how he applies his experience to navigate the complexities of the asset m...

We’re joined by Sasha Dabliz, Head of Marketing at Waverton Investment Management. Experienced in driving marketing transformation, she takes a refreshing ‘roll-up-your-sleeves’ approach to getting things done. Listen as she discusses strategies to transform marketing within a business and how to empower teams to become confident marketers.

It’s no secret that marketing departments in Financial Services are often referred to as the ‘colouring-in' department - making things ‘engaging and visually appealing’, rather than being a strategic, data-driven function that significantly influences growth. Join us as we delve into this common misconception, exploring its origins, discussing why it persists, and engaging with senior marketeers f...

Highlights of the last six months of interviews with marketing industry heavyweights. Join us as we discuss how to drive growth within investment organisations through marketing; how to develop a CRM strategy to drive growth within wealth management; who is disrupting the pension industry; the art of ‘Test and Learn’; and the best ways to balance creativity with strategic planning to drive growth...

We’re joined by Amie Stankiste, Chief Marketing Officer at LSEG and driving force behind the global brand campaign and digital transformation. An expert in multi-channel and B2B marketing strategies, she has previously propelled growth at ION, S&P and Thomson Reuters, leading award-winning teams, implementing industry-leading technology, and championing customer-focused marketing. Listen now t...