All those niggles that exist with other platforms are a described as a 'dream' by our clients. All because it's been built by someone who sat in your shoes. And is built on modern technology that actually works.
Lucy Walker is an award-winning fund researcher. Before leaving the industry in 2020 to launch AM Insights, she was featured as 1 of only 11 in the UK in Citywire’s 100 most influential names in pan-European fund selection.
She has been regularly featured in numerous industry-leading publications, and in 2018 was a finalist for the Women in Investment, Fund Manager of the Year award and in 2016 won Portfolio Advisor’s Platinum Multi-Asset Wealth Manager Award. Today as well as running AM Insights, Lucy also sits on the boards of Aurora Investment Trust as Chair and Henderson International Income Trust as Senior Independent Director.
"As a fund buyer, I was constantly swimming against the tide. Juggling research, multi-asset funds, and MPS was exhausting. Keeping tabs on hundreds of funds felt impossible. The tools I had made things harder, not easier.
I built AM Insights to change that. To effortlessly track funds with automated alerts to never miss a critical update. To finally free up time for deep research. What I didn't expect was how many others needed this - not just researchers, but investment managers and sales teams too. Seeing AM Insights add value across the industry has been incredible. It validates our mission and lets us rapidly incorporate feedback for new features.
The tide is turning. With AM Insights, asset and wealth managers can work smarter, not harder. We're just getting started transforming how the industry leverages data. Join us."
Maximise conversations with clients by truly adding value
Minimise the noise and focus on the areas that matter
Know your fund portfolios and communicate more easily with clients
