Sarah Bruegger
Team Finimize
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Insight
31/7/2026
What We Mean By "Modern Retail Investors"
We use the phrase a lot at Finimize: modern retail investors. But what do we mean by it?
Insight
24/7/2026
Maike Currie, PensionBee: the gender pension gap, and marketing pensions as the ultimate investment
Unpacking the UK's £100,000 gender pension gap, why pensions deserve top billing over ISAs as the on-ramp to investing, and what good pension marketing actually looks like.
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Insight
9/7/2026
Finimize Select vs The Competition
Most marketing teams at banks and fintechs already know they need better content. What’s less obvious is how to get it and what it will cost you.
Insight
7/7/2026
Richard Flynn, Charles Schwab UK: retail investing, scrapping stamp duty, and using AI "intentionally"
From participation to engagement: Richard Flynn on what it will take to get Britain investing – and why trust is the one thing AI can't be allowed to compromise.
Insight
12/6/2026
How to Build a Retail Investor Strategy: Insights from Curation CEO Nirav Karia
From "dumb money" to the smartest in the market: Curation's Nirav Karia on building a retail investor strategy that lowers your cost of capital and builds long-term loyalty.
Empowering retail investors since 2016