Wealth and asset management

We help managers create and execute communications strategies that build AUM, attract new customers and demonstrate performance.

Cognito’s wealth and asset management specialists understand the sector’s unique business challenges and opportunities. Our team couples technical understanding of key concepts changing the market such as digital platforms, AI integration and personalisation at scale with the best strategic approach to achieve key business objectives.

This allows us as wealth management PR experts to simplify complex investments concepts to deliver effective messages to prospects, clients and stakeholders.

We have proven experience in running campaigns across the full range of industry sectors, investor types, asset classes and investment strategies. Our teams have worked with all sizes and types of business – from leading boutiques to three out of the four largest global asset managers.

Latest work and thinking

What is an AI GEO audit, and why do businesses in finance need them now as part of their marketing?
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Cutting through the digital noise: how AI is revolutionizing wealth management marketing 
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Best digital marketing techniques for financial services in 2025
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A note to CEOs: The link between press coverage & growth
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Mallika Mitra: Freelancing Provides Security in an Uncertain Media Landscape
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Semantic clusters are replacing keywords – how this impacts content strategy and creation
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The investor relations sections of many corporate websites are remarkably recessive. Why?
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Case Study Link

Speak to one of our consultants

Nick Corrin
Director and Head of Asset Management
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Samuel Barber
Senior Vice President
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Doug Hesney
SVP and Head of Financial Communications
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Emma Arora
Managing Director, Asia
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Scott Schuberg
Managing Director
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