Viola Private Wealth

Challenge

To launch the new firm, targeting high-net-worth individuals and families, ensuring a seamless client migration and positioning it as a leader in the wealth management sector.

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Response

Create an integrated and multi-faceted campaign focused on building the foundations of the firm, including mission, vision and value, and positioning in the sector. Additionally, launching the new firm into the market, highlighting the benefits of being independently owned while simultaneously ensuring smooth transition for current clients.

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Customer-Focused Objectives

• Establish the firm as authoritative leaders in first-generation wealth accumulation, the transfer of intergenerational wealth and alternative investments.
• Ensure the facilitation of a smooth client transition through informative and communication strategies.  
• Attract top-tier financial advisers, showcasing the firms’ unique features and growth potential.
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Distribution

• Press release and media relations
• eDM to Viola Private Wealth’s current clients
• Ideation of brand and identify for new firm
• Design and build Viola Private Wealth website
• Social media management
• Branded marketing collateral (internal and external)
• Launch gift for current clients
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Outcomes