Investor Engagement

We provide investor engagement services to many of the world’s most successful individuals, prominent families, family businesses and family offices. We are specialists at working with private clients, and recognise that every investor engagement challenge and opportunity needs a bespoke, personalised solution to meets your unique needs.

Maintaining strong relationships with the investment community is critical to your success, enabling you to raise capital in difficult environments or secure co-investment for new opportunities. Protecting and developing your reputation with the wider investment and business class will put you in the best position to defend and advance your interests.

We support successful individuals, family offices, and fast-growing entrepreneurs. We work with some of the world’s largest family offices, with billions of assets under management (AUM), as well as independent entrepreneurs with more focussed investment interests. We support first-generation entrepreneurs with significant personal profiles, which need to be protected, as well as family offices with a low profile within investor circles.

Managing your digital profile to enhance your credibility

We have the experience to advise individuals on how to manage their digital profile to enhance their credibility with the investment community. It is important to ensure clients have strong digital profiles that position themselves effectively with the right audiences and show their business and investment track-record. This may mean launching a family office website, securing strategic media and PR, or setting a narrative around an investor's strategy online. The internet is now the first port of call for partners looking for information, and it is critical that entrepreneurs and investors maintain a strong digital profile alongside any direct outreach strategy.

Maintaining regular contact with important stakeholders

We have the skills to advise investors on how to stay in regular contact with the wider investment community, whether that is through their own marketing channels, such as newsletters, research and social media, as well as events. When maintaining relationships with the investment community, it is important to establish open channels of communication to keep other business partners aware of a client’s corporate and business activity — as well as knit all of that together with a compelling and powerful narrative, which makes other investors and partners want to do business with the client. These communications channels are also fundamental to controlling perceptions of a client’s activity and explaining potential market underperformance.

Building relationships through events

We have the skillset to manage events strategies end-to-end, whether that is to establish relationships with new target investors and business partners, or further cement existing relationships. Investment is often made on the basis of trust, so it is important for clients to build up long-term relationships with the investment community and that is usually best-done face to face. This may mean designing an event from scratch, curating a guest list, and managing the event to completion, including appropriate follow-up.

Ready to enhance your reputation and build new relationships?

Every person we work with needs a bespoke solution. Your needs are paramount and we shape our services to best meet your requirements.

Effective communication will give you the reputation you need to achieve your goals as well as circumvent the risks that plague successful families. To discuss taking control of your communications, fill out our contact form or contact us directly.

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