Ongoing Marketing Partnerships

In the investment trust and asset management sector, marketing is not a one-off exercise. Investor engagement requires consistent, strategic, and compliant communication throughout the year. Market conditions shift, regulations evolve, and investor expectations change — meaning your marketing must adapt quickly and effectively.

Hub’s Ongoing Marketing Partnerships service provides asset managers and investment trusts with year-round strategic, creative, and compliance support. Acting as an extension of your team, we deliver proactive marketing initiatives, regular performance optimisation, and continuous alignment with your business goals.

One-off projects can achieve short-term impact, but long-term partnerships offer:

1. Consistency – A steady voice and cohesive brand presence across all channels.
2. Proactivity – Campaigns that anticipate market trends, regulatory changes, and investor needs.
3. Efficiency – Faster turnaround times and streamlined collaboration from a team that already understands your brand and compliance requirements.
4. Continuous Optimisation – Regular analysis and refinement to improve results over time.

By staying close to your objectives and monitoring performance, we ensure your marketing stays relevant, effective, and compliant in a changing environment.

1. Onboarding & Immersion – We get to know your brand, business goals, investor audiences, and compliance requirements in detail.
2. Strategic Roadmap – We create a 12-month plan with clear objectives, KPIs, and deliverables.
3. Execution & Management – We deliver campaigns, content, and events on schedule, coordinating with your internal teams and stakeholders.
4. Monitoring & Optimisation – We analyse performance data, make adjustments, and identify new opportunities to improve ROI.
5. Quarterly Review – We meet regularly to review progress, refine strategies, and agree on next steps.

• Specialist Financial Services Focus – We speak your language, understand your investors, and know your regulatory environment.
• Integrated Capability – We combine strategy, creative, digital, and compliance under one roof.
• Responsive and Agile – We adapt quickly to market developments, competitor activity, or regulatory changes.
• Evidence-Led Decisions – Our recommendations are backed by investor insight, performance data, and sector benchmarks.

Our Ongoing Marketing Partnerships are structured on a retainer basis, giving you:

• Predictable Costs – Fixed monthly or quarterly fees for better budgeting.
• Priority Access – Guaranteed availability and faster turnaround on projects.
• Strategic Continuity – A consistent team that understands your business and can make recommendations without a learning curve.
• Scalable Support – Flexibility to adjust focus or workload based on market priorities.

We understand that in the asset management and investment trust sector, marketing must be compliant, data-driven, and adaptable. Our partnerships ensure you have a dedicated team monitoring performance, spotting opportunities, and ensuring your communications remain relevant and impactful all year round.

Because we specialise in your sector, our long-term support goes beyond execution — it’s about building a marketing function that is robust, responsive, and capable of delivering measurable investor engagement.

With Hub’s Ongoing Marketing Partnerships, you gain more than a service provider — you gain a strategic partner committed to your long-term success. Whether you need consistent brand storytelling, digital optimisation, investor events, or compliance support, we’ll ensure your marketing evolves with your business and the market.

Let’s build a marketing partnership that delivers results quarter after quarter — marketing that investors trust, recognise, and respond to.