Chase de Vere tasked Talisman with the creation of a brochure, service agreement and set of portfolio factsheets to support the launch of their new Discretionary Investment Management Service. Our target audience were HNW individuals predominantly 150k + in investable assets.
Using their established brand guidelines, we developed a subtle and elegant design ensuring the suite of literature could be easily identified as part of the Chase de Vere family, but also had character of its own.
This included developing 3 stand alone, creative concepts and demonstrating how each route could be rolled out across the collateral. The chosen route was then developed using a variety of imagery that synergised with the current brand guidelines but gave the suite of literature its own identity that was directly relatable to the service provided.
The resulting collateral across both print and web was delivered in time for launch and well received by its audience for its compelling and consistent design.
The recently launched discretionary managed service has seen around 25% of inflows into the firm’s ethical range. Chase de Vere’s Head of portfolio management Ben Willis, said overall the new range had raised £50m in the first 5 months since its launch into the market.