From a tired 30-year-old firm to a category-defining brand that attracts a younger generation of clients.
ブリーフ
Volta Capital, a Swiss-Belgian wealth management firm, was losing market share to neo-banks and AI advisors. Their identity was tired, their website lost prospects in 8 seconds, and their proposition felt indistinguishable from many competitors.
課題
Rebrand a 30-year-old firm without alienating its existing clientele (avg age 58). Win the next generation (35-50) currently choosing neo-banks. Translate financial sophistication into clear, premium language.
私たちのアプローチ
A new positioning : 'Wealth, decoded.' A typography-first identity (custom serif by Klim). A website that explains complex products in 90 seconds. A trust system : real advisor faces, real performance data, no stock photos.
成果
Significant growth in new AUM in 8 months — well above the previous year. Inbound demo requests grew strongly. Average client onboarding age dropped meaningfully. Time-on-site increased substantially.
取り組み方
Brand equity research, client interviews (42), competitor mapping.
'Wealth, decoded.' platform, value pillars, narrative.
Custom serif typeface, neutral palette + electric accent.
New site, product education, performance dashboards, advisor matching.
Print campaign in FT, Les Echos, NZZ. Targeted LinkedIn.
私たちの視点
The average client of a private bank in continental Europe is in their late fifties. The next generation — the heirs, the founders, the entrepreneurs in their forties — is choosing neo-banks, AI advisors and family-office structures. If the bank doesn't earn this segment in the next decade, the business model erodes quietly until it's structurally broken. Volta's rebrand started from that uncomfortable diagnosis.
In financial services, brand design is trust design. Everything from the typography to the copywriting to the loading animations sends signals about whether you can be trusted with significant capital. We spent more time choosing a serif typeface for Volta than most agencies spend on an entire identity — because the typeface is the first thing a prospective client reads before they ever talk to an advisor. Trust isn't built in conversations. It's built in micro-decisions, decades before the conversation happens.
関与した拠点
専門分野
次のステップ
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