Drawing on our extensive experience in financial services, 181st Street took a private wealth management firm with a general high and medium risk portfolio structure through a full reposition and rebrand, to establish them as a specialist ESG wealth management firm.
We developed and implemented a full visual rebrand and website rebuild.
We undertook stakeholder mapping to identify priorities, risks and opportunities within the reposition process and implemented a stakeholder engagement communications plan to support the move to full ESG compliance.
Leveraging our investor relations experience and expertise, we implemented an investor and shareholder communications strategy and campaign to offset the loss of 20% non-ESG customer base, and used demographic targeting to identify new investors to secure growth.
We developed a CSR strategy for the firm and supported the set up and activation of a Foundation to support underprivileged young people in BAME communities across London to manage their money. Our team created the branding, messaging and comms strategy and undertook outreach to schools and community groups to help establish the Foundation.
Our regulatory team conducted a full FCA, AMA, CMA and Green Claims Code communications review and produced a communications compliance strategy for the firm to support their reposition.
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