Ready to forge stronger client relationships? Evolve products and services against changing expectations? Drive growth with trust, transparency and tech?
We provide retail and institutional financial organisations with marketing and strategic communications expertise. And we do it flexibly and cost-effectively, by keeping overheads low and tapping into our network of specialists.
At a time when the industry needs to be talking, talk to us. We’re all about you.
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It’s tough running marketing in the financial services sector.
You know differentiation is vital, but it’s hard to innovate in a highly-regulated industry. Your team’s pulled in many directions trying to demonstrate marketing value, while you’re left fire-fighting. And budgets are tight.
Sound familiar? We’re here with ideas and experience to help.
Be your sounding board. Friendly, trusted experts to provide advice and ideas to help you set, and sell, the marketing strategy.
Evolve your brand in a changing world, ensuring its messaging and visual identity stay relevant to clients and staff alike.
Find the hook to promote a product that avoids ‘me too’ marketing, with stories that resonate for your clients.
Act as an extension of your team, getting project and marketing tactics delivered. Giving you more time for thinking strategically and delivering your marketing vision.
We’ll help you achieve your goals across the marketing mix, with:
Strategy and plans, ready to implement.
Brand refreshes and articulation to fit business needs, including visual identities, messages and videos.
Campaigns and collateral, from websites and brochures to rich media and white papers.
Internal communications, including purpose and values projects.
Tara has worked in financial services for over 20 years, specialising in investment management with both in-house and agency experience.
Tara brings to the Partnership an insiders’ understanding of this sector, a passion for putting marketing best practice to work within a firm and a track record of helping companies deploy their brand and products in market, in the UK and internationally.
Chris started his career serving clients in the financial services sector. He has run a number of financial specialist agencies, including DMB&B Financial, Masius and Saatchi Masius.
Chris brings to the Partnership his expertise working for many successful financial services brands right across the sector, a fresh perspective gained from experience brand-building in other sectors and a keen interest in putting ideas to work for business growth.
Charlotte is a multi award-winning journalist who specialises in writing for institutional publications. She also works as a communications consultant for asset managers.
Charlotte brings to the Partnership her in-depth technical knowledge of the sector, her ability to write sharp copy and her passion for honing clear messages which resonate with target audiences.
Caroline is a former strategic communications adviser to Government ministers. She headed-up the Department for Work and Pensions’ employer insight marketing research unit, where her team’s work was recognised by the Cabinet Office as ‘best in class’.
Caroline brings to the Partnership qualitative research capability and creative planning, along with a fascination for behavioural economics in marketing.
a leading Private Client business develop a new market positioning | brand positioning and visual identity
a start-up wealth manager define an authentic voice for the business | marketing and comms planning
a US-based investment manager find its voice in Europe | brand expression and campaign delivery
a wealth manager roll out its brand purpose to all employees | brand video and internal workshops
a large asset manager launch a new fund | campaign idea, integrated campaign delivery
an ESG asset manager refresh its proposition | brand purpose, visual identity and website
an institutional funds platform communicate its point of view | thought leadership strategy and white paper creation
a biotech investment trust develop consistent content | editorial calendar and ghost writing
unscramble a complex smart beta fund | technical copywriting
make meaningful social media commentary | ghost writing
provide insight into monthly ETF flows | monthly update writing
Drop us a line or give us a call
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We’re part of the co-working community at the Aurora Innovation Centre, Cambridge:
Aurora at BAS
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