Marketing and media solutions for wealth management
We help wealth managers reach the right clients with messaging that cuts through complexity and builds trust. Whether you're promoting investment platforms, retirement solutions or direct-to-consumer funds, we create media campaigns that convert interest into action.
You're trying to engage consumers in a noisy, over-saturated space
We help make your offer simple, compelling and easy to act on across the channels your audience actually uses. We understand messages need to be more conversational, benefit-led and need to resonate emotionally.
You need to build trust fast
We help position your message clearly and consistently - building credibility over the long term, and confidence in the short term.
You need results you can prove
We deliver transparent performance tracking and actionable insights, so you know what's working and what's not.
Based on our deep understanding of investor audiences, we build a campaign strategy tailored to your offering, objectives and brand tone - managing everything from planning and buying to optimisation and reporting.
Your campaigns are supported by the wider capabilities of the Fundamental Group, including digital creative (Sonar), strategy consultancy (Aureum) and marketing technology (Alphix Solutions).
Campaigns designed for retail investor behaviour
We shape media plans and messages that resonate with individual investors - built around their life goals, concerns and financial journeys.
A true understanding of your audience
We are the only financial services agency that talks to your clients. Our research department has spoken to over 40,000 retail investors. We know what their life plans are, what they save for, what they read and do. Our technology incorporates these psychographic profiles in the media planning.
Smarter targeting and performance
Our wealth management tech stack lets us plan smarter, refine campaigns in real time and focus spend where it matters most.
Media reach and relationships
With decades of experience and deep publisher connections, we offer placements in the right environments, from financial publishers to lifestyle platforms.
Being a trusted partner of over 60 investment managers worldwide, our work to help them grow their $30+ trillion AUM is recognised regularly through leading financial industry awards.
Ready to connect with the investors who matter?
Find out how we can help grow your retail investor base.