Changing the face of Wealth management
“Journey have excelled in the assignment and most importantly brand feedback from both existing and prospective clients has been highly complimentary. The team were innovative, cooperative and worked incredibly hard to meet tight deadlines. Journey made a significant contribution in ensuring we managed a transformation project effectively and profitably.”
Oak Tree Wealth Management was established in 2007 as a boutique wealth management house. Now with over £250m funds under management. In 2014 they realized that there were a number of similar companies using the same name, so to avoid confusion embarked upon a name change and branding project with Journey.
How we helped
With a deadline of less than 3 months to deliver a new name, brand, collateral and web site, we quickly set about the ‘name storming’ with the client and soon had our chosen route – ‘Harpsden Wealth Management’ even managing to secure Harpsden.com. The process was achieved on time, on budget and with a carefully executed communication program to ensure clients were kept fully updated and in the know. Harpsden even managed to shoehorn an acquisition into the process which is impressive by anybody’s standards. Feedback has been phenomenal.
We helped with:
- Brand identity
- Direct marketing
- Internal comms
- Logos & stationery
- Web design
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