Hello, 2025: How investment marketing trends will evolve this year
Explore three investment marketing trends that will evolve in 2025 - private markets, consolidation and ESG - and how marketers can prepare.
08 January 3mins
Client quandaries of 2024
It’s always interesting to look back and see the different types of projects we completed in any given year. Having the opportunity to work on a such an incredible range of strategic, as well as ‘business-as-usual’, projects is one of the things the team cherishes most about working at Alpha Agency.
20 December 3mins
Introducing Alpha Agency – the new name for White Marble Consulting
We are delighted to announce our new name: Alpha Agency—a fresh identity that sets the stage for an exciting future. In September, we were proud to share the news we had joined the Alpha Group, a leading global provider of specialist consulting services for the financial services industry.
12 December < 1min
Five steps to achieving marketing team harmony
There comes a time in every marketing leader’s career that they may want to revisit the structure of their team – whether new to the role or recently appointed. Maybe they feel their current set up is failing to deliver what is expected by the business, or they are concerned by the harried looks on the faces of even their top talent. Whatever the motivation, once the seed is sown that a restructure could help, the next question is usually: “Where do I start?”
05 December 3mins
Now live: Integrating investment marketing for impact
Investment marketers operate in a competitive industry with sophisticated clients and ever-changing markets. Success requires highly-coordinated efficiency and precision.
Yet, many firms still conduct their marketing in siloes. In 2025, this can no longer be acceptable; the baseline for achieving your results must be integrated marketing, where alignment and consistency across all your marketing activities drives higher engagement and more measurable ROI.
20 November < 1min
When your website leaves the wrong impression
Never underestimate how easy it is for prospective clients to exit your website, especially those who are merely curious.
Even people who are motivated and genuinely interested in your products and services will be put off by a clunky experience.
Afterall, “if this is what their website is like, how good can their service be?”
13 November 2mins
Digital marketing: the nexus between people and technology
'Digital' is a word that is variously used to describe tools, channels, people and ways of thinking.
So, what does digital really encompass, and what is the true breadth of digital topics that relate to investment management firms?
06 November 4mins
How to avoid pitching pitfalls and set yourself up for success
In this episode we are joined by Nick Pilkington, partner at White Marble Consulting (now known as Alpha Agency).
Listen to his five factors for success when it comes to pitching.
25 October < 1min
Leveraging automation without sacrificing authenticity
When the market is demanding asset and wealth managers operate with the authenticity of a human and the automation of a robot, investment marketers who strategically combine the best of both these elements – and make them stronger together – will succeed.
17 October 3mins
5 steps to define and articulate your brand
The greatest ambassadors for your brand are your employees. Therefore, it is vital that they have some emotional connection with its vision and objectives, not just your products and services. They must be able to talk about your distinctive value-add with relative ease and confidence.
But that is rarely the case.
09 October 4mins
Crafting your story to sell a solution, not push a product
Sitting through some presentations can feel like watching a slideshow of someone’s holiday photos. Your enthusiasm will never match theirs. It is incredibly difficult to create a set of slides that introduces your company’s brand story and presents the virtues of the product you are selling without them becoming too wordy, long or complicated.
