Content for Investment Firms

Words.
Ideas.
Investing.

We help investment firms craft high-impact content and thought leadership that earns attention and builds conviction.

THOUGHT LEADERSHIP
Hero campaigns
EDITORIAL STRATEGY
Hero content
HERO CAMPAIGNS
THOUGHT LEADERSHIP
Hero campaigns
EDITORIAL STRATEGY
Hero content
HERO CAMPAIGNS
Why us

Built by people who understand both markets and meaning.

Content is a strategic asset. It helps drive engagement and build trust.Our award-winning mix of editorial rigour, investment insight and creativity can help you connect with clients and stand out from the crowd.

INTRODUCTION
Meet Content Equity
1:00

“Investing is all about ideas. How you articulate them matters.”

What We Do

The industry is commoditised. We create narratives that stand out.

There’s not much we haven’t seen or worked on over the years, below are just a few ways we might be able to help.

01

Strategy and planning

As content directors, we understand your needs. Impossible briefs and expectations; misalignment between investment teams and sales. We are not magicians, but we can help.

02

Hero and campaigns

From digital copy and social campaigns to podcasts and video scripting, we can help elevate and optimise your content mix.

03

Always-on support

Our experience stretches across all asset classes and client segments. From blogs and interviews to white papers and weighty reports, we’ve done it all.

04

Product and brand

There are only so many words in the dictionary. Despite what some investment firms think, great product and brand marketing is about far more than three thesaurus-inspired USPs.

In Their Words

I’ve been covering Asia institutional for 15 years; I’ve never seen a response like this.

Tom Clapham Institutional Sales, Asia, ex Aviva Investors

Rob and James are a brilliant double act. Their content strategies and underlying assets genuinely stand out from the crowd.

Isla MacKenzie ex-CMO, Aviva Investors & UBS Asset Management

I have no hesitation in recommending Rob.

Euan Munro ex-CEO, Aviva Investors
Leadership

The people behind the words

James Whiteman

James Whiteman

Co-Founder

James has led content and client communications teams at Aberdeen AM, UBS AM and Aviva Investors. His expertise lies in crafting award-winning global thought leadership and marketing content that resonates with institutional and wholesale audiences.

He has a strong passion for sustainability and diversity, equity, and inclusion. These are best evidenced by the publication Against our nature, and his work on social mobility through the Diversity Project.

in Connect on LinkedIn
Rob Davies

Rob Davies

Co-Founder

Rob spent the first half of his career as a financial journalist, writing for the likes of Risk, Credit, IFR and FinanceAsia, before moving into corporate communications with Nomura.

He subsequently held marketing communications and content strategy leadership roles at Aviva Investors and Muzinich & Co.

Rob brings editorial credibility, commercial acumen and investment insight.

in Connect on LinkedIn
The Content Manifesto

Most financial content is written to be published. Ours is written to be read.

Perhaps we’ve hung around too many creative agencies over the years, because we decided to write a manifesto for content. However, by laying down in words what we stand for, we now have a constant North Star to help keep us honest.

Read the Manifesto

Let’s Talk

Whether it’s strategy or storytelling, let’s talk content.