Rowan Dartington.
Taking wealth management personally.
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A wealth management firm with a reputation for beating the odds when it comes to picking investments.
Imagine a successful financial firm …only braver.
What we accomplished:
The Problem
Rowan Dartington’s ambition was to grow their investment portfolio in the UK by £100 million and internationally by $80 million. That meant significantly repositioning, and modernising the brand to attract a younger (40+), agile investor.
The Solution
While Nick at HALO led development of a detailed architecture and strategic global plan for B2B & B2C marketing & communications, I worked on the brand platform.
The platform had a strong narrative arc and has became the foundation for an extensive visual rebrand, including identity, complete art direction & graphic language alongside messaging hierarchy & tone-of-voice.
The client wanted to place a stress on people first – this is a common theme in modern banking parlance. My new brand tagline ‘Invested in Relationships’ captures this people-first mentality while broadcasting what the type of business Rowan Dartington is concerned with.
The Results
Assets
£130 million of new acquisition transferred assets in the UK
Acquisitions
$200 million of new client acquisitions in North America & Asian territories
Growth
Expansion to 22 offices worldwide