August 1st, 2022


To evolve the financial services provider’s existing brand and message to reflect a significant shift in its business model and strategy.


Our team worked hard from concept to devise a progressive tone of voice conveying trust, knowledge and reliability, while also signifying a forward-thinking company with its finger on the financial pulse. Using that as a foundation, we developed clear new messaging that emphasised Mattioli Woods’ expertise in the pensions and employee benefits field, building their strong wealth management credentials. It was vital we communicated the new suite of services in a clear and highly visible fashion to referrers, partners and brokers, so we made use of our contacts in the financial services industry press to secure prominent coverage in a range of titles. We also worked on thought leadership and an outreach programme that built backlinks and created a buzz about the firm’s strategic turn.


With our help, Mattioli Woods’ share price on the London Stock Exchange more than quadrupled in the five years after our repositioning activity. It rose from 183.00 in March 2012 to 773.50 in March 2017, with the firm now overseeing over £7.5 billion of client assets.

Look at these metrics!

In just five years

183.00 - 773.50

Client Assets


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