Wealth Management Marketing Agency

Strategy-first digital marketing for wealth management firms. Tailored solutions for wealth managers and financial advisers that attract high net worth clients and grow FUM.

Trusted by Leading Wealth Management Firms

 

We’ve supported wealth management firms with digital marketing for over a decade

Seasoned Marketers

Direct access to experts, not relationship managers. We don’t just act as an extension, we fully integrate with your team

Strategy-First

We help you define your unique position and message, and design a strategic roadmap to enable you to reach your growth goals

Speaking your Language

Access our deep understanding of wealth management, HNW marketing and navigating the regulatory landscape

Recognition

Marketing Agency of the Year 2024 - Finalist

Global Marketing Agency of the Year 2023 - Finalist

Wealth Management Marketing Solutions

  • Consistently secure clients who meet your minimum investment criteria

  • A tailored marketing strategy and roadmap focussed on growing FUM

  • Differentiate and compete with firms who have a strong digital presence

  • Outsource digital marketing, so your team can focus on other priorities

  • Build trust and credibility with your target audience segments

Demand generation for leading Wealth Management firm

LEADING WEALTH MANAGEMENT FIRM

FINANCIAL WELLBEING PROVIDER

Content Marketing and Demand Generation that generated high-quality leads

Engaging high-earners with problem-solving campaigns

GROWING WEALTH MANAGEMENT FIRM

Wealth Management Agency Services

Wealth Management SEO

Increase high quality traffic from search engines.

Marketing Strategy

Improve your effectiveness with a tailored strategy.

Investment Copywriting

Engaging, relevant content written by CFA expert copywriters

Digital Advertising

Performance advertising that converts.

Inbound Marketing

Attract, convert and delight new customers.

Telemarketing

Follow up leads and book meetings.

Your Roadmap, Your Way

 

To effectively scale your wealth management firm, you need a bespoke marketing strategy that aligns seamlessly with your business goals.

We’ll develop a tailored digital marketing roadmap that drives measurable results, ensuring every campaign supports your firm’s unique objectives and delivers value at each stage of the client acquisition journey.

Our flexible, scalable agreements enable you to choose to roll out your roadmap across a time period that suits your ambitions and budget.

What our clients say

  • "When we started working with Curious Cat, our paid campaigns were almost non-existent but we had a vision and idea of where we wanted to be. With your help, from day one I can say we’ve smashed targets and it’s become one of our most important channels for new business."

    Sam Bean - Marketing Manager, Morrinson Wealth

  • Curious Cat Digital provided comprehensive marketing services for us, starting with a deep dive into our target personas to create a highly tailored marketing roadmap. Their ongoing strategic support has been invaluable in keeping our marketing efforts aligned and effective.

    Charles Incledon - Client Director, Bowmore Wealth Management

  • “Curious Cat was an incredible partner to us as we rebuilt our Marketing function from the ground up. The job was a daunting one as we required support with analytics, strategy, SEO, and multi-channel paid media, but they never shied away from the work. I’d happily work with them again given the chance.”

    Richard Hoffman - Head of Marketing, Alto IRA

  • “With their expert guidance we’ve successfully repositioned our business both internally and externally. Undoubtedly, we’ll end up crediting a significant proportion of our inevitable success to the insightful experience Curious Cat have provided. In truth, Curious Cat Digital aren’t just our agency, they’re part of our team.”

    Richard Carter - CEO, Lenvi

  • “On behalf of all of us at Sigma I wanted to send a heartfelt thanks for the great job you guys have done on both our website and branding. We have been super impressed by your work ethics, responsiveness, judgement and timely delivery. We are excited to have reached this milestone and look forward to working with you for many years to come.”

    Georges Assi - Founding Partner, Sigma Lending

  • "I had the pleasure of engaging with Curious Cat when working at a FTSE100 company and we were looking to launch an e-commerce site within financial services. From day 1 the level of engagement, professionalism and excellence really impressed me. All of the team seemed highly skilled, and everything was delivered to high quality and on time. Would highly recommend to anyone."

    Andrew Burlison - Global Head of Payments, Lexis Nexis Risk Solutions

  • “Curious Cat has contributed significantly to the overall success of our SEO and content strategy by delivering great quality blogs which are both, relevant and educational”

    Wioleta Banach - Marketing Manager, International Payments Provider

  • Their strategy-first approach - doing the work to understand our market, ideal client profiles, and typical pain points was particularly strong. This led to an effective digital marketing plan that delivered a steady stream of high-quality leads. The entire process, from strategy development to execution, was smooth, well-managed, easy to follow for us as marketing laypeople, and highly collaborative.

    Nick Cressey - Head of Business Development, PRI Academy

Wealth Management Marketing Strategy

 

Understand your Target Audience

Wealth management firms need to have a clear picture of their ideal client. Having an in-depth understanding of the demographics and psychographics of your client persona will enable you to cut through the noise and generate higher quality enquiries, with less spend and a better ROI.

Build your Brand

Building a brand is not just about the logo and colour palette. Wealth managers need to create a brand that builds an emotional connection with prospects. Define your purpose and mission and focus on design and tone of voice, so you can deliver a consistent message.

Focus on Funds Under Management - Not Leads

Don’t get caught in the mindset that you need to generate more leads. You should be looking for quality rather than quantity. If you keep attracting leads that don’t meet your minimum threshold, then it’s a good time to rethink your strategy.

Prioritise Customer Experience

Customer experience starts from the first moment a prospect hears about you. Aligning your investment firm’s marketing strategy with your sales strategy will create stronger connections with clients and prospects and increase the effectiveness of your entire organisation.

 

Why choose digital marketing to scale your wealth management firm

 

The wealth management industry is highly competitive, making differentiation and innovation essential for long-term success.

While traditional marketing has played a role in lead generation, the landscape has shifted. Digital transformation is reshaping how wealth management firms connect with prospective clients, offering opportunities for greater reach and impact.

HNW clients increasingly begin their investment journeys online, researching firms, exploring social media profiles, and seeking reviews and recommendations to guide their decisions.

By adopting a tailored digital marketing strategy, your firm can stand out from larger, more traditional competitors. This approach not only attracts potential clients but also builds trust, credibility, and lasting relationships.

 
 

Marketing Automation for Wealth Management Firms

As a specialist Wealth Management marketing agency, we are well-placed to set up and deliver marketing automation that enables business growth with fewer resources. 

Bringing all Wealth Management marketing channels into one platform also delivers greater customer insight and more granular reporting.

Working with a digital agency with an industry-leading technology stack, will give your organisation the greatest chance of success.

 Wealth management marketing content

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