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, Consumer Duty testing and journey mapping.

We discuss the realities of marketing three separate listed companies under one master brand, the use of Sky AdSmart TV and stock story videos, and how evergreen content and always on activity support long term brand building as well as short term flows. Ollie also shares what the team has learned about younger investors, the increasing importance of digital channels, and where social media fits into their next phase of growth. A lot of content and lots to learn - enjoy!

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