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