HP Wealth Management

A package to enhance the look and feel of investment committee information to prospects, clients and partners.

HP Wealth Management are one of Singapore’s leading independent wealth managers and as such are keen to move first on new digital initiatives.

With a cornerstone piece of content being their monthly investment committee report that is circulated to both clients and prospects, they were keen to see ideas for updating how this content looks and feels, both to clients as well as on social media.

Services

Market update content design
Video production
Newsletter design and development

WAM Digital designed a range of assets that repackaged the monthly report into an easy to read PDF two pager as well as an animated video summary that was distributed on LinkedIn with very strong engagement analytics.

The distribution of these assets to clients was also in the spotlight for improvement so an HTML email was designed that gives clients an easy to read overview before reading the longer document.