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Turn complexity into clarity.

Our Brand Capital™ solution

  • With our Brand Alpha™ framework we’ll clarify your:

    • Positioning

    • Storytelling

    • Brand language

    • Brand personality

    • Investment philosophy

    • Ideal Investors Profiles

    • Investment Value Proposition

    • Vision, purpose and origin story

    And update your firm’s name if needed.

  • We’ll elevate your :

    • Logo

    • Typography

    • Colour palette

    • LinkedIn profile

    • Website + maintenance

    • Data rooms & investor portal

    We’ll help you bring it to life through quarterly/annual design support of the following :

    Investor documentation:

    • Pitch decks

    • ESG reports

    • Year In Reviews

    • Event brochures

    • Fund marketing materials

    • Factsheets and termsheets

    • Prospectus / Memorandum

    • Due Diligence documents / Q&A

    • Investor surveys & feedback forms

    Insights content :

    • Newsletters

    • Whitepapers

    • Investor letters

    • Market commentaries

    • Market insights reports

  • People build trust and form meaningful connections with other people, not with businesses.

    This is where personal branding comes in.

    We’ll help boost your firm’s visibility and influence through our Brand B.P.S™ framework.

    Who is it for ?

    • CEOs

    • CIOs

    • PMs

  • Employees are the lifeblood of any business.

    We’ll help you create a strong employer brand to attract and retain the best talent:

    • Employer brand audit

    • Employer Value Proposition (Brand Y.I.E.L.D™ framework)

    • Employer brand voice

The ROI of a strong branding

3/4

Three out of four asset manager executives stated that their brand has a crucial impact on their company's value.

(The role of brand and reputation in asset management, The Financial Brand, 2023)

+25%

Companies with a stronger brand outperform their competitors by 25% in terms of growth on average.

(What drives a company’s success?, PWC 2013)

97%

of executives believe that a brand and its mission are important differentiators in the asset management industry.

(The Future of Asset Management Accenture, 2021)

-28%

Companies with a strong employer brand see a 28% reduction on average in employee turnover.

(LinkedIn Employer Brand Statistics, 2016)

43%

of companies market value was linked to their CEO's reputation, highlighting the importance of strong CEO personal brands.

Our process

Are we a good fit for you?

Pre-discovery form

Diagnosis

Discovery call

Prescription

Investment call

Treatment

Project launch & brand refinement

Treatment process

Immersion

We never assume to know everything about your business. Instead, we use workshops to immerse ourselves in your world.

Creation

We then define/refine your current brand to bring you a step closer to reaching your goals.

Inauguration

With your final feedback we’ll release your brand into the wild together. We’ll support you in the next steps to make it grow, while preserving its essence.

Check here to see how we use technology to create the best experience for our Investors.

Our edge

A good understanding of the challenges investment firms face and how branding can be a solution and a driver for future growth.

Where our Investors come from

Switzerland

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Luxembourg

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United States

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Switzerland - Luxembourg - United States -

The most precious asset you manage is your brand.

Do what you do best, invest.

We only work with a few firms at a time.

Become one of those now.