Client: First Samuel

First Samuel

Wealth Management that Revolves Around You
The Challenge

First Samuel is a wealth management firm that provides personal financial advice, investment management and reporting services to high net-worth clients. What sets them apart is their high-involvement approach. Not only that, Samuels advisers are also decidedly more experienced than many of their competitors.

But what does a high level of personalised service with long tenured advisers mean to the customer?

The Approach

What First Samuel’s credentials really mean is that they’re able to provide a better level of service.

With this in mind, we decided to put the client at the heart of the work, because at the end of the day, First Samuel revolves around them. To support this shift in brand positioning, we relaunched the First Samuel website where we made the client the hero.

We also created a series of video and photographic content that translated First Samuel’s unique offering in a way that was more accessible to the end user.