For investment managers
Marketing for investment managers intent on becoming the clear choice.
Your process was never the problem. Being understood by the people who allocate is the challenge.
You are the best-kept agency in your market.
The Problem
Managers rarely lose mandates to better investors.
They lose them to bigger names and to the quiet quarters that follow a distribution relationship going cold.
Your best year of inflows came from relationships you cannot reproduce on demand.
You've lost a mandate to a larger house on scale, not on process. Nobody was ever criticised for choosing the obvious name.
01.
You publish commentary every quarter. Outside your existing clients, almost nobody reads it.
02.
You hired a freelancer or an agency and received activity, not allocations.
03.
Most of your distribution depends on a handful of adviser relationships, and at least one is due for review.
04.
Each of these is a visibility problem in marketing's costume.
Your Challenges
Managers don't get sold. They get selected.
Allocators arrive decided
By the time an adviser or trustee makes contact, they have run screens, read what they could find and drawn up a shortlist.
Your marketing has to do its work before the meeting, not during it.
Performance is not a proposition
Cycles turn, and the numbers you'd want to lead with are the numbers you're least able to promise.
What survives a bad quarter is a philosophy someone can explain to their own committee without you in the room.
Timing beats volume
Allocators move on a calendar: panel reviews, due diligence refreshes, proposition reviews, tenders. Being visible in that window beats being loud outside it.
Then be there every cycle.
The Solution
A complete marketing team for your firm, for the price of one analyst
Get a team of specialists to position your firm and make you the clear choice, for less than the cost of one staff member.
Your Solution
Become the clear choice in investment management
Build a strategy that separates your firm from passive competitors competing on cost and large houses competing on scale.
Develop your website, social marketing, content delivery, AI signalling, lead generation, SEO and client engagement so your thinking is visible and your firm is the compelling choice.
A consistent marketing strategy builds allocator confidence, broadens distribution, and ultimately creates stickier assets.
Engagement Strategy
Interactive Website
Business Intelligence
Content Marketing
Google SEO and AI Search
Client Monitoring
How it works
Three moves. Then it compounds.
Position
We get specific about what you actually do differently, who it suits, and the reason an allocator should back you rather than the name their committee already knows.
Pursue
We watch your market for the moments that move money: panel and proposition reviews, tenders, a rival's manager departing, consolidation, a mandate coming up. Then we open the conversation while the decision is still live, with the right material attached.
Prove
We turn the thinking you already produce into something people outside your client base will read. The commentary, the positioning, the view behind the decisions. Written in your voice, built to clear your sign-off process, and published to a rhythm you never have to maintain yourself.
Then it loops. Every placement becomes proof, and every piece of proof shortens the next conversation.
What we run for you
Fully managed. Always on.
You are not buying a project that finishes. You are buying a function your firm never had.
Strategy
Your proposition
What you do differently, who it is built for, and the language that makes it legible to an adviser explaining it to a client.
Discoverability
Found by search and by AI
The questions allocators and advisers actually type, and the answers assistants like ChatGPT cite when they shortlist managers.
Authority
Your expertise in public
Commentary, positioning notes and market views drafted in your voice from your own analysis, structured so your compliance sign-off is quick. You approve; we publish.
Outreach
Conversations from real signals
Monitor reviews, tenders, team changes, and consolidation, then do personal, patient outreach as soon as the decision opens.
Proof
Your process, evidenced
The decisions, reasoning, and outcomes are documented while the details are fresh, so due diligence finds a case already made.
Capture
Nothing dropped
Enquiries answered fast, meetings easy to book, materials easy to request, follow-up handled. The gap where most managers lose the mandate is closed.
Over two decades of clients
We found Ian to be attentive and extremely professional. He met with us on a regular basis and he kept us informed regarding the results and always had ideas on how we could improve our results. For businesses that lack the time and expertise to manage their own campaigns (that is probably most of us!), I would definitely recommend his services”
C Wingfield - Managing Director
Financial Services
"Whilst Ian clearly understands this area, he brings a commercial understanding of business which means he can provide his clients with the very best service."
A Hulse - Managing Partner
Accountant
"A very credible and well-run service which does exactly what it says on the tin. First-class long-term partner to our business needs and aspirations."
M Romeling - Managing Director
Consultant
We have used Ian for several years to design our Company website, providing hosting services and assisting us with our Google Ad Word campaign. We have always found them to provide us with a professional and cost effective service which has produced good results.
D Nineburg - Managing Director
Independent Finance Company
"The results of working closely with Ian have been nothing short of astounding."
Dr D Heath - Managing Director
Dental Practice
This works beautifully for some managers. Not for all.
Honestly
A fit if
You invest well and have clients who can confirm it.
Your revenue sits somewhere between £250k and £10m, and growth is now a decision rather than an accident.
You are willing to be specific about who your approach is built for.
You want distribution that doesn't rest on three relationships staying warm.
Not a fit if
You need mandates inside a fortnight. Conviction compounds; it doesn't sprint.
You want a single marketing element. (excluding Websites)
You'd rather build the function in-house and just want a strategy document.
Nobody at your firm can spare two hours a month to approve and record.
Before you book
The questions managers always ask.
-
As you will appreciate, there is a huge amount of work to complete before we go live.
Websites take around 4 weeks, depending on the size. However, this never truly stops.
Outreach and media normally start 3 weeks in.
We have had enquiries on day 1, but our process is a bit like a snowball. It grows.
-
On average, 2 hours a month.
At the start, one of your team can help with information and liaise with us regarding any questions or information.
-
Yes.
It can work better; with less competition, we would aim to make you the clear choice and dominate your sector.
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Like you.
Everything published comes from your own style, words or ideas.
We replicate your content style at scale.
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A monthly retainer with no lengthy contract. Cancel anytime.
The first strategy call costs nothing and is designed to see if we fit your needs.
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As a rule of thumb, volume.
Our Portfolio package covers all you will need.
While the growth plan is a stronger marketing plan for serious professional outreach.
Become the obvious choice in your market
A unified strategy that provides consistent, reliable validation is the key to long-term growth.