Sarah Bruegger

The Retail Investor Asset Managers Still Underestimate

The retail investors driving AUM growth toward 2030 are patient, fundamentals-led, and disciplined rather than headline-chasing, and asset managers whose positioning assumes otherwise are misreading the audience they're building for.

Attention Trading Platforms: The Trade Everyone's Watching Just Started Rotating

Q4 Modern Investor Pulse data caught retail investors rotating out of energy and into chipmakers and hyperscalers mid-survey, confirming that trading platform users are watching sector moves in near real time and are positioned to act on them.

Investing Platforms: This Is The Knowledge Gap Your Users Won't Admit To

A meaningful share of retail investors want exposure to stocks or derivatives but don't feel confident enough to act, and closing that confidence gap with contextual, in-product education is the clearest lever investing platforms have for turning hesitant users into active ones.

Banks: Your Customers Are Sitting On Cash. Here's What They're Waiting For…

What’s really stopping people from buying investment trusts

Credit Investing Just Got A Lot Less Confusing

We're partnering with CVC Income & Growth, a closed-ended investment company, to deepen UK retail investors' understanding of income investing, credit, and the opportunities available through investment trusts.

How UK financial institutions can close the saver-to-investor gap

Ten million UK savers say they’re ready to invest but haven’t made the move. With Targeted Support, the Leeds Reforms and the Cash ISA cut clearing the way, the blocker is confidence, not product. Find out what’s holding savers back, and how journey-matched content turns them into lasting investors.

Why ETFs All Look The Same – And How Issuers Can Stand Out

HANetf's Hector McNeil on why price no longer differentiates ETFs – and what does.

Retail Investor Relations Needs A New Strategy – Most Teams Are Still Running The Old One

Katie Perry, CMO of zerohash and author of 'Ticker Shock', argues that retail investor relations is really a customer engagement discipline most IR teams were never trained or resourced for – and unpacks what a strategy built for that actually looks like.

How Moneybox Turned Retail Investor Engagement Into A £23 Billion Business

Moneybox's Brian Byrnes on the product and policy playbook behind £23bn in assets and 1.9 million customers — and where AI fits when consumer protection is non-negotiable.

What Investors Really Think About AI, Crypto And Market Volatility

What We Mean By "Modern Investors"

We use the phrase a lot at Finimize: modern investors. But what do we mean by it?