Consulted on the pan-European rollout of the new brand, Quintet Private Bank including multi language brand messaging. Planned a multi-channel media launch campaign for Brown Shipley, the UK affiliate of Quintet.
Public sector project to help lead the strategy to improve Financial Wellbeing in the UK. The Money & Pensions Service brings together government, the financial services industry and charities to work together to create change.
Hearsay is an online tool to enable financial advisors to use social media and digital channels. Consulting on the rollout of the SaaS tool in the UK and EMEA.
Snowball is an Impact Investing Fund for HNW investors. Consulted on the growth strategy and proposition of this fund for family offices and professional investors.
SmartPurse is an online education tool to help women increase their financial confidence. Helping consult on the usage of the tool in the UK.