Formerly White Marble Consulting
Brands are living, breathing things. They grow, evolve – and sometimes need a makeover to stay fresh and relevant. A brand refresh is more than just switching your logo, though. It’s about updating your visuals and messaging to reflect who you are today, not who you were five or 10 years ago.
Introducing AI to Beacon! We’ve recently introduced AI-driven insights, helping you interpret data faster and generating high-level personalised recommendations. Alongside this, premium users can access new advanced charts and create customised dashboards for a more tailored experience.
Companies outsource for countless reasons, but one area that is becoming increasingly popular is strategy. Some people might recoil at the thought; afterall, isn't that a key business priority that should be safeguarded in-house? But an outside perspective and access to wider industry expertise could make the difference between coming up with a broad plan or crafting a step-by-step strategy of how to achieve your goals.
Advisers need technical understanding to be able to assess increasingly complex strategies and the fluency to explain them to clients in a Consumer Duty world. Product brochures and factsheets alone no longer suffice. In response, leading firms are building educational platforms where advisers can learn, ask questions and get help when taking the theoretical and making it tangible.
ETF interest has continued to boom across both retail and institutional markets, driven in part by rising financial literacy on platforms like TikTok and Instagram. As retail investors grow more confident, active ETFs have emerged as a compelling option because they offer a streamlined pathway to strategy, flexibility, and downside management. But with growing popularity comes strong competition.
Marketing without an understanding of your target audience is akin to shouting into a void. If you don’t know what your audience wants, how can you deliver messaging and activation that catches their attention, resonates with their needs, and compels them to engage with you? With this in mind, asset and wealth managers who want to connect more strongly with their customers and create tailored, impactful marketing strategies must have a strong foundation of client segmentation.
Metadata isn’t flashy - it doesn’t headline campaigns and isn’t projected onto billboards. Firms that treat metadata as core infrastructure - not back-office admin - build content ecosystems that are easier to manage, adapt and grow. In a high-volume, high-stakes sector like wealth and asset management, this structure is the difference between scattered output and strategic impact.
Workplace culture isn’t just beanbags and pizza Fridays. It’s how your team behaves when the deadline is tight, the compliance team is in the room and the campaign needs to land yesterday. In our industry, a lot of companies default to “play it safe”. But “safe” doesn’t have to mean boring.
Asset managers have been trying to be all things to all people on sustainability. But time is quickly running out and firms are under increasing pressure to pick a side.
Moments of external turbulence should prompt internal reflection. What are the values and beliefs that ground your business? What commitments have you made to your clients, to your team, and to your long-term strategy Marketing teams should start by convening internally: revisit your brand pillars, your client promises, and your mission statements. These are your anchor points.