Case Studies

Quantitative Hedge Fund
An existing hedge fund was in a transitional phase in preparation to launch a new fund. The need was for a new brand identity, to create a story to attract a new market of high-net-worth individuals, family offices and institutional investors, while keeping the overall message consistent for their existing clients. Through business and marketing sessions, we uncovered the differentiators from their existing fund, as well as other established funds. We designed a new look that highlighted their performance, track record and the proprietary system utilizing their scientific process. The end result was they were then equipped with the right marketing materials to offer both their existing clients and their target audience, increasing their assets by 25% within the year.
Scope: Identity | Messaging and Positioning | Presentation

RIA and Long/Short Hedge Fund
An RIA that preserves assets for high-net-worth clients branched out to establish a hedge fund for their existing clients to create wealth. The challenge was to differentiate the identity of the fund and the RIA - one profiling low risk and one high risk. The RIA had an existing presentation that was not accurately telling the story of the two separate identities. Together, we created separate presentations with two very different and unique messages to brand each area of the company individually, yet keep the overall philosophy cohesive and related. We worked to ignite the performance of the RIA, as well as build a client base for their hedge fund, drawing from investors of the RIA and targeting a new audience.
Scope: Strategy | Presentation | Pitch book

Financial Technology Company
A hedge fund database that connects high-net-worth and institutional investors to over 7,000 funds, funds of fund, and CTA. We created a sales collateral folder with slip sheets to launch a new product to investors and Wall Street firms. We created a new, clear and direct message and a compelling new design that brought clarity and creativity to their company identity. This highlighted their new product, related their value to investors and positioned them as the leading source of information to their audience.
Scope: Concept | Messaging and Positioning | Collateral

Leading Global Bank
A new division within the bank needed to differentiate itself internally and externally. We developed an orchestrated marketing campaign that included; online advertising, utilizing financial publications, print advertising and direct mailing. We positioned the division with a fresh identity that stayed in line with the philosophy and marketing guidelines of the bank.
Scope: Concept | Interactive | Collateral | Advertising | Direct Mail

Global Intellectual Property Firm
An Intellectual Property and Valuation firm that spun off from a leading global IP firm. From the identity, business strategy, logo and website, we worked together to package and differentiate them in a highly competitive market. We positioned them with a mature and creative brand to attract clients from startups to Fortune 500 companies..
Scope: Branding | Concept | Website