Financial Services · PMS & Investment Advisory

Building Founder Authority for a PMS and Investment Advisory Brand

A boutique investment advisory business had a distinctive investment philosophy but lacked the digital visibility to communicate it to prospective clients.

10
Meaningful prospect discussions
3x
Increase in profile engagement
01 · The client and challenge

Where they started

A boutique investment advisory business had a distinctive investment philosophy but lacked the digital visibility to communicate it to prospective clients.

02 · Myntmore's approach

How Myntmore approached it

Myntmore developed a credibility-first LinkedIn strategy focused on investment philosophy, risk management and long-term thinking. Content prioritised education and transparency rather than return promises.

03 · Campaign metrics

Results across the funnel

Meaningful prospect discussions10
Increase in profile engagement3x
04 · Business outcome

What changed

Stronger visibility among relevant investor communities. More informed conversations with potential clients.

Myntmore's role

Positioning, targeting, content and outreach, designed and run as one system.

Services used in this engagement

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