Case Study

How a clearly articulated investment philosophy and supporting materials helped a leading wealth management firm grow AUM by $1 billion in 12 months.

The Challenge

When a leading wealth management firm was struggling to identify and articulate its investment philosophy across its line of investment products, it approached KWP for assistance. Working with the client, we developed a thought leadership point of view. We authored a white paper clearly articulating the firm’s investment philosophy and how that philosophy informed product development and management. An easy-to-understand, visually appealing infographic helped to train advisors on the investment philosophy and informed client discussions.

Our Approach

KWP developed a complete program that included:
•   A 50-page whitepaper on the firm’s investment philosophy
•   10 training webinars to educate high-net-worth private bankers
•   New product development and product fact sheets
•   A client brochure
•   An easy-to-understand infographic and sales training materials

The Outcome

Our work with this client resulted in 4,200 new accounts and more than $1 billion growth in AUM in 18 months.

Building a business strategy, roadmap and service model for ultra-high-net-worth clients.

A national wealth management firm was dabbling in the ultra-high-net-worth (UHNW) market...

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