Clients & Case Studies
We have worked with a number of private banks and wealth managers, including:
- St James's Place Wealth Management
- Charles Stanley
- Quilter Cheviot
- SG Hambros
- Investec Wealth
- Coutts & Co
- Raymond James Investment Services
- JM Finn
- Julius Baer
Case Study - LinkedIn
A sole trader wealth manager, based at Canary Wharf, used the functionality on LinkedIn to search for former employees of a multinational bank, within a 10-mile radius of his office. The search gave him a list of over 150 people and, using an existing client who worked at the bank, asked for introductions to four people that his client knew personally who appeared in the search results. The client willingly referred all four people to the wealth manager, which resulted in new assets under management totalling over £800,000 and fees in excess of £10,000 per annum.
Case Study - LinkedIn
A mortgage broker based in Mayfair used LinkedIn to connect with an existing client and asked for permission from his client to look at his LinkedIn connections. He selected half a dozen of his clients' 1st line connections and, at a face-to-face meeting with the client, asked if he was able to refer any of those people to him. He referred three of the six people to him, resulting in two re-mortgage exercises and a buy-to-let mortgage, totalling approximately £1.7m and arrangement fees of £27,000.
Case Study - LinkedIn, Twitter & blogging
We have helped a philanthropy business enhance their social media presence using an engaging blog, Twitter feed and LinkedIn Company Page. Their primary objective was to raise awareness of their services to HNW individuals and they are gathering new followers on both LinkedIn and Twitter at an ever-increasing rate.
Case Study - LinkedIn, Twitter & Hootsuite
We provided consultancy and training services to a national stockbroking firm, who already had a good understanding of the use of Twitter, but wanted to roll its use out to its network of branches, as well as have its 350 brokers use LinkedIn for generating leads and raising brand awareness. We have provided advice on measuring their social media activities using Hootsuite analytics.