Global Investment Firm

HIGH NET WORTHS

Generating High Net Worth sales leads

Launch of a new bank

We are experts at understanding and reaching High and Ultra High Net Worth individuals through highly targeted PR programmes we deploy on behalf of financial services providers and professional services firms.

Our client, a leading private client law firm, aimed to use compelling PR to boost sales through the generation – and conversion – of High and Ultra High Net Worth leads.

They approached us to design and implement a unique and high-impact campaign to establish them as the go-to authority on topics relating to high-value tax and inheritance issues.

We achieved this by developing a series of national news-generating research-led press releases, containing a powerful mix of proprietary data and expert commentary.

Topics that caught journalists’ attention and resulted in extensive media coverage included:

  • The rise in disputes over trusts
  • Frequency of use of litigation against executors of wills
  • How trusts are increasingly being used to mitigate inheritance tax

Our approach ensured that we made an immediate ‘big splash’ in our client’s leading target media. Coverage achieved included front-page stories in the Financial Times, The Sunday Times and The Sunday Telegraph – successfully helping to drive our clients’ sales figures.

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