Outcome-driven media planning and buying for asset and wealth management
Fundamental Media plans and buys media for asset and wealth management brands, from institutional investors to individual retail clients. We combine deep sector specialism, proprietary research and technology built specifically for regulated financial marketing, backed by buying scale that secures cost-effective, first-to-market placements across every channel that matters.
From institutional mandates to retail investor campaigns, we plan and buy media built for financial audiences who expect precision, compliance and results.
What challenges does Fundamental Media solve for asset and wealth managers?
Different audiences, different pressures.
You don't need to explain your market to us
With staff who bring 20 years of experience in asset management and financial publishing, we understand what your marketing needs to deliver and how best to achieve it.
Cut through in a noisy, over-saturated market
We make your offer simple, compelling and easy to act on across the channels your audience actually uses, with messaging that's conversational, benefit-led and resonates emotionally.
Specialists backed by intelligence
Our asset management specialists are backed by in-depth insights from investor research, alongside systems and tools built specifically for investment management marketing.
Results you can prove
We deliver transparent performance tracking and actionable insights, so you always know what's working and what's not.
How does Fundamental Media plan and buy media together?
Media planning and buying, for us, aren't two separate services. We plan with buying leverage in mind, and buy with the plan's strategy already built in, so nothing is lost in translation between stages.
That means the same rigour whether the audience is an institutional allocator or a retail investor deciding where to put their savings.
What is Fundamental Media's approach to media planning and buying for asset and wealth management?
Fundamental Media combines two decades of asset management sector specialism with proprietary investment and retail investor research, spanning institutional, intermediary and retail audiences. As one of the largest independent buyers of fund management advertising globally, every recommendation is grounded in evidence from real campaigns, not generic media buying assumptions.
- -Research led planning powered by proprietary data covering 500+ fund managers across 35 markets
- -One of the largest independent buyers of fund management advertising globally
- -Specialist compliance expertise built for regulated financial promotions, retail and institutional
Buying power that works for you
As one of the largest independent media buyers in the asset management space, and with decades of publisher relationships spanning financial and lifestyle titles, we secure first-to-market, cost-effective placements wherever your audience is.
Technology built for financial marketing
Our technology brings together market, audience and performance data to plan smarter, refine campaigns in real time, and demonstrate a factual return on investment.
A true understanding of your audience
We are a financial services agency that talks directly to your clients. Our research team has spoken to over 40,000 retail investors, and that psychographic insight feeds directly into media planning.
Global reach, local nuance
From offices across the world's key financial centres, we bring cultural relevance and regional precision to every campaign, backed by transparent, simple fees with no hidden costs or bundled services.
Success stories
Precisely timed fixed income ETF campaign drives 16m+ impressions
How a global asset manager carved out a distinctive position in a saturated ETF category by going to market at the exact moment advisors were rethinking allocations.
Read the story →Performance marketing65% cut in cost per visitor from integrated media campaign
An integrated media campaign that lowered cost per visitor by 65% while lifting quality of engagement.
Read the story →Performance marketingEngagement climbs 65% through psychographic targeting
Psychographic targeting applied to an ETF campaign, lifting engagement by 65% among priority advisor audiences.
Read the story →Fundamental Media: frequently asked questions
Our technology is built specifically for financial marketing. Two decades of asset management data combine with our wealth management tech stack to plan smarter, refine campaigns in real time and demonstrate a factual return on investment. AI is deployed with a human in the loop at every stage, so every output stays explainable and auditable.
Find out how we can help you achieve your marketing objectives
Book a call to explore how our integrated approach can deliver better results for your business.
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