How does a wealth management firm stand out?

Differentiation is a significant challenge in the financial sector.

Plurimi, a prominent independent business, sought our help to reflect who they are now as a business. With $8 billion assets under management, and 15 years and 70 professionals in the team, they needed to show how uniquely great they are.

The team at TLD created a solution focused on clarity, sophistication, and modern elegance.

Understanding Plurimi’s specialised approach.

Plurimi offers a highly integrated wealth management service. Their focus? Personalised service, tailored solutions, and a robust network. “Wealth Reimagined” was their core message. We needed to translate that into a compelling digital experience. Keywords like “independent wealth management,” “bespoke financial solutions,” and “global investment strategies” were crucial. They attract UK financial businesses seeking a strategic partner.

Humanising expertise: the team section.

People connect with people. Plurimi’s strength lies in its team. We created a user-friendly team section. Each member’s photograph was displayed prominently. Their expertise? Clearly articulated. This fostered trust. It demonstrated Plurimi’s commitment to personal relationships, a key differentiator in the digital age.

Visual storytelling: unique icons and animations.

Generic icons were not suitable for Plurimi. We designed bespoke icons for each section – for example within the section called “The Firm ,” which you can see here we have icons for “Our Operating Model,” “Our Ecosystem,” and “Case Studies.”

Each icon conveyed a specific message, simplifying complex concepts. This consistent visual language reinforced Plurimi’s brand identity.

The animation of “Wealth Reimagined” in elegant cursive added a touch of sophistication and innovation. It was a subtle yet powerful statement, elevating Plurimi’s digital presence.

Modern design and carefully chosen imagery.

Plurimi’s website needed to reflect its premium service. We opted for a clean, modern design. Clean lines, ample white space, and a sophisticated colour palette were used. The imagery was carefully selected to convey trust and professionalism, reinforcing Plurimi’s global reach.

Differentiating in a compliant world.

How do you differentiate when compliance is paramount? It’s a challenge we understand well. Top Left Design has 20 years of experience working with financial firms. We understand the importance of trust and professionalism, and we work with a strict sign off process at every step.

Clear beginnings: homepage impact.

Your homepage creates the first impression. Plurimi’s needed to be impactful. But beyond that, we we kept a continued focus on clear, concise messaging. Their established presence in the market, their experienced team, and their global presence – these messages incorporated throughout the site.

Highlighting the little details: visual explanations.

Complex financial concepts require clear explanations. We created bespoke diagrams and visuals, simplifying Plurimi’s operating model and network. These visuals were used across the website and in presentations, demonstrating attention to detail and setting Plurimi apart.

Each page matters: bespoke design.

We believe every page should serve a specific purpose. We designed each page individually, focusing on clear messaging and user experience. Colours, typography, and icons were carefully selected. Short, concise sentences conveyed key points. This bespoke approach ensured a cohesive and engaging website.

Dynamic content: stories and insights.

Static websites fail to engage. We created a dynamic section for Plurimi’s insights, including blog articles, market updates, and team news. Importantly, they are able to update this themselves. This keeps the website fresh, improves SEO, and demonstrates Plurimi’s expertise.

Beyond the website: LinkedIn and animated content.

Differentiation extends beyond your website. We’re working onn animated video showcasing Plurimi’s unique approach and have given them advice to keep their LinkedIn presence strong. This multi-channel approach reinforces Plurimi’s brand.

Why Top Left Design?

We understand the challenges of differentiating in the financial sector. We create fully customised sites, and we don’t stop there! Once a website is launched (and you’re proud to share this and know for certain it iwll attract your target audience) we support you on SEO, security, social media, content marketing, email newsletters, print collateral. We focus on clarity and the right combination of approachability and sophistication. We help you communicate your unique value proposition, build trust, and stand out.

Want to see the results? Check out the Plurimi site here