Ongoing Marketing Partnerships

 

Get long-term marketing support. We partner with financial firms to drive performance and investor engagement.

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Beyond Campaigns — Building Long-Term Marketing Success

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.

Why Long-Term Partnerships Deliver Better Results

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.

Our Partnership Process

  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.

Why Asset Managers and Investment Trusts Choose Our Partnerships

  • 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.

The Retainer Model Advantage

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.

Designed for the Demands of Financial Marketing

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.

Your Dedicated Marketing Partner

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.

What Our Ongoing Partnerships Include

Strategic Planning & Review

Strategic Planning & Review

We develop annual and quarterly marketing plans tailored to your objectives and investor segments. These plans are regularly reviewed and adjusted to respond to market conditions, campaign performance, and emerging opportunities
Creative Campaign Delivery

Creative Campaign Delivery

From thought leadership and brand campaigns to digital activation and investor events, we deliver high-impact creative that aligns with your strategy and compliance framework.
Digital Performance Management

Digital Performance Management

We continuously monitor and optimise your digital presence — from SEO and website UX to paid campaigns and content performance.
Compliance Alignment

Compliance Alignment

We work alongside your compliance teams to ensure all content is FCA-compliant, clear, and effective, reducing approval delays and protecting brand reputation.
Investor Insight & Reporting

Investor Insight & Reporting

We provide regular reporting on campaign performance, investor engagement, and market trends, giving you the evidence to make informed decisions.
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Related case studies
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Janus Henderson – The Big 5-oh
Janus Henderson Investment Trusts
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Bank of Montreal
Bank of Montreal
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Amundi Financial Services
Amundi

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FAQs

1

How can content marketing help lead generation in financial services?

Content marketing is a highly effective strategy for generating leads in the financial services industry. By creating valuable and informative content that speaks directly to the needs and interests of your target audience, you can establish yourself as an industry thought leader and attract high-quality leads to your business.

Through content marketing, financial service companies can increase brand awareness, attract qualified leads, boost search engine rankings, and build strong relationships with potential customers. By consistently publishing high-quality content, you can position your business as a trusted source of information and establish a loyal customer base that is more likely to convert.

Overall, content marketing is a powerful tool for financial service companies looking to generate leads and grow their business. By investing in a strong content marketing strategy, you can attract more qualified leads, increase conversions, and position your business as a leader in the industry.

2

How can content marketing help grow your financial services brand?

Content marketing is an essential tool for growing your financial services brand. By creating and sharing valuable and informative content, you can establish your brand as a trusted authority in the industry and attract more customers to your business.

Through content marketing, you can increase your brand’s visibility and reach a wider audience. By creating content that speaks directly to the needs and interests of your target audience, you can attract high-quality leads and position your business as a thought leader in the industry.

Additionally, content marketing can help you build strong relationships with your customers. By consistently publishing high-quality content, you can establish trust and loyalty with your audience, which can lead to increased customer retention and referrals.

Overall, content marketing is an effective strategy for growing your financial services brand. By investing in a strong content marketing strategy, you can increase your brand’s visibility, attract more customers, and build strong relationships with your audience.

3

How do you drive traffic to a financial services website?

Driving traffic to a financial services website requires a strategic approach that leverages various digital marketing channels. Here are some effective strategies for driving traffic to a financial services website:

  1. Search Engine Optimization (SEO): Optimize your website with relevant keywords and content that appeal to your target audience. This can help improve your website’s visibility in search engine results pages.
  2. Pay-per-click (PPC) Advertising: Use paid search ads to target specific keywords and drive traffic to your website. This can be an effective way to generate leads quickly.
  3. Content Marketing: Publish high-quality content on your website that is relevant to your target audience. This can help attract visitors and establish your brand as a thought leader in the industry.
  4. Social Media: Promote your website and content on social media platforms to reach a wider audience. This can help increase brand awareness and drive traffic to your website.
  5. Email Marketing: Use email marketing to send targeted messages to your subscribers with relevant content and offers. This can help drive repeat traffic to your website.

By leveraging these strategies, financial services companies can effectively drive traffic to their website and generate more leads.

4

How do you build a marketing strategy for a financial services company?

Developing a marketing strategy for a financial services company requires careful planning and execution. Here are some key steps to building a successful marketing strategy:

  1. Define your target audience: Identify your ideal customer and understand their needs, behaviours, and pain points. This will help you tailor your marketing messages and choose the right marketing channels.
  2. Establish your unique value proposition: Clearly articulate what sets your financial services company apart from competitors. This will help you differentiate your brand and communicate your unique benefits to potential customers.
  3. Choose your marketing channels: Determine which marketing channels will be most effective for reaching your target audience. Consider options such as SEO, PPC advertising, social media, email marketing, and content marketing.
  4. Set measurable goals: Define your marketing goals and establish key performance indicators (KPIs) to measure success.
  5. Create a budget and timeline: Determine your budget and establish a timeline for implementing your marketing strategy.
  6. Analyse and adjust: Regularly analyse your marketing results and adjust your strategy as needed to optimize performance and achieve your goals.

By following these steps, financial services companies can build a comprehensive marketing strategy that helps them reach and engage their target audience, differentiate themselves from competitors, and drive business growth.

5

How do you build client personas in marketing?

Building client personas in marketing involves creating detailed profiles of your ideal clients, which helps you understand their needs, pain points, and behaviors. Here are some steps to building client personas:

Conduct research: Gather data from various sources, such as surveys, interviews, social media, and website analytics, to understand your current and potential clients.

Identify commonalities: Look for patterns and common characteristics among your clients, such as demographics, job titles, and interests.
Create profiles: Based on your research, develop detailed profiles of your ideal clients, including their goals, challenges, values, and decision-making criteria.

Give them names and personalities: Personalize your client personas by giving them names and describing their personalities, which can help you better empathize with their needs.

Use them to guide your marketing strategy: Use your client personas to inform your marketing strategy, such as choosing the right marketing channels, crafting messaging that resonates with them, and tailoring your content to their interests.

By building client personas, financial services companies can better understand their target audience, create more effective marketing campaigns, and ultimately attract and retain more clients.