INVESTMENT AND WEALTH MARKETING BEYOND THE NUMBERS

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iNTERMEDIARY

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RETAIL

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INSTITUTIONAL

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COMPLIANCE

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FINTECHS

CREATE MARKETING MAGIC, DESPITE REGULATORY BOUNDARIES

When markets feel uncertain, clear communication matters even more.

Our investment and wealth management marketing expertise helps asset managers, investment brands and fintechs make technical propositions compelling, compliant and easier to trust.

We bring together investment branding, thought leadership content, digital campaigns and CRM to build confidence with intermediary, retail and institutional audiences – from ESG propositions and product launches to renewal and retention.

Investments Case Studies

Still from OneFamily LISA TV AD

OneFamily Lifetime ISA TV commercial

Helping OneFamily stand out in a saturated investment market with a powerful, insight-led campaign that emotionally connected with young first-time buyers through precise audience targeting and bold brand positioning.

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BROOKS MACDONALD: FEMALE FOLIO BRAND DEVELOPMENT

Developing the ‘Female Folio’ brand platform tailored around the investment needs and financial aspirations of women. 

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Female Folio campaign title slide
LV

LV= LIFE & PENSIONS REBRAND

Evolving LV=’s brand identity, positioning LV= as a market-leading fund manager while preserving its beloved insurance brand image.

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applying behavioural pyschology to amundi reports

Using behavioural science nudges to redesign the 2024 Outlook report, increasing its readability and impact.

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LEGAL & GENERAL CUSTOMER SERVICE COMMS

Helping L&G boost pension customer engagement through a streamlined set of  communications, leading to 31% of customers reducing risky cash holdings in their pensions

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CUTTING THROUGH INCOME DRAWDOWN COMPLEXITY

A multi-channel campaign to position LV=’s new drawdown-only product as a unique solution  with a new strategy and visual identity.

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Together we worked to develop a challenger brand in the affordable healthcare market space. Now we’re up for four marketing awards for best brand, best integrated campaign, best TV advert and best FS campaign. I can’t recommend Moreish highly enough.
Natalie WalkerHead of Marketing, Benenden Health
Moreish have become an integral strategic marketing partner and now help us across a number of areas within the LV= business. I would have no hesitation in recommending them as a collaborative, creative and client and results-focused partner.
Justin HarperHead of Intermediary Marketing, LV=
Moreish have helped us modernise and digitise our marketing activity with a significant impact on the success of our business over the last year.
Chris MorganChief Marketing Officer, Ellipse
Their ability to bring creativity but also strategic thinking to any project is invaluable.
Stuart WilsonMarketing Director, More 2 Life
We’re delighted with the results from our website – it’s really lifted our corporate image. The site architecture and design have made a potentially very complex customer journey remarkably simple.
Janice BuffettGroup Marketing Director, Healix Group of Companies
Everyone at moreish I've dealt with is approachable and responsive and they really do make you feel like we're all one team working together to achieve great results.
Louise EgelnickB2B Marketing Manager, Key Partnerships
Simon is extraordinarily emotionally intelligent so is adept at reading the room in an instant so, never leaves you exposed. He is commercial, creative, authentic and kind and without a doubt one of the most human and helpful 3rd party providers I’ve ever worked with.
Vicki WentworthC-Suite Executive
If Carlsberg made creative agencies, they’d make Moreish.
Elizabeth SandsMarketing Manager, LV=
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Interested in how our creative approach can deliver quantifiable results for your investment brand? Let’s arrange an informal chat or zoom call.

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