UBS is making a gutsy move, slapping the ‘aggressive’ label on their bond-buying customers: http://fxn.ws/W4Exnf

For the investor, how they self-identify is as important to the relationship as the way they see their IA, or the brand identity of their ETFs or mutual funds. That identity is often in need of a reality check; the question is whether the always-risky ‘slap-in-the-face’ approach will pay off in the short or long run.


Julian Scarfe

Strategic marketing consultant & digital media expert, helping clients in the investment industry - mutual fund, hedge fund & ETF firms, advisor organizations, IR and other financial services. Strategy, branding, web, social, outreach, inbound, video, sales support materials, marketing cost auditing.