Australia’s private wealth management industry faces constant pressure in regards to regulatory scrutiny as well as ‘business-as-usual’ organisational management and client servicing.
Established as a boutique asset consulting and investment management business, Evidentia partners with the country’s leading private wealth management firms to design, build and manage institutional grade portfolios.
Services provided
- Brand refresh
- Graphic design
- Brochureware and documentation
- Presentation collateral
- Iconography
- Digital platform design
Ensuring consistency across multiple brand touchpoints from presentations, documents, brochures and graphics to an intranet and online retirement calculator
A business with three Australian offices, the company is experiencing significant growth with a growing reputation for excellence and quality advice and service. As part of its growth, the company brand and collateral expanded organically, presenting some alignment and consistency concerns.
Evidentia turned to Rob Lovegrove Consulting to support its needs in 2023 to refine the company brand aesthetics and positioning language and collateral.
During the year, the partnership exceeded expectations with the brand refresh flowing through template materials, bespoke client documentation as well as an innovative retirement calculator.
