Messaging & Positioning Workshops

For asset managers and investment trusts, the right message can mean the difference between investor engagement and investor indifference. In a complex, competitive, and highly regulated market, your brand’s positioning and messaging need to be crystal clear, compliant, and compelling.

Hub Agency’s Messaging & Positioning Workshops are designed to give you that clarity. We work closely with your leadership, marketing, and compliance teams to define — or refine — the strategic messaging framework that will guide all your communications.

Whether you’re launching a new investment product, repositioning your brand, or unifying messaging across multiple channels, our workshops give you a clear and consistent language that speaks directly to retail, professional, and institutional investors.

In investment trust marketing and asset management campaigns, you’re not simply selling a product — you’re building trust, communicating value, and demonstrating expertise. Your message needs to:

• Convey your unique value proposition clearly and quickly.
• Be adaptable to different investor audiences without losing consistency.
• Comply with FCA regulations, including Consumer Duty requirements for clarity and fairness.
• Support your long-term brand positioning and business objectives.

Inconsistent or unclear messaging can lead to confusion, diluted brand impact, and even regulatory risk. Our workshops eliminate that risk by creating a cohesive framework that all your communications can follow.

• Pre-Workshop Research – We review your existing communications, marketing performance, competitor positioning, and audience insights.
• Interactive Workshop Sessions – Facilitated discussions that involve key stakeholders from marketing, compliance, and senior leadership.
• Message Development – Collaborative exercises to define brand values, tone of voice, and key messages for different investor segments.
• Testing and Refinement – Where possible, we test draft messaging with representative investors to validate clarity and impact.
• Final Messaging Framework Delivery – A structured document outlining your approved brand positioning, core messages, tone guidelines, and examples for application across channels.

• Investor-Centric Messaging – Speak to your audiences in a way that reflects their needs, concerns, and motivations.
• Consistency Across Channels – Ensure all communications — from fund fact sheets to AGM presentations — tell the same story.
• Regulatory Peace of Mind – Create messaging that is FCA-compliant from the outset, avoiding rework and delays.
• Increased Engagement and Conversion – Communicate value more effectively to prompt investor action.
• Internal Alignment – Equip your team with a shared understanding of brand messaging to ensure consistent delivery.

We focus exclusively on the financial services sector, which means we understand the language, regulatory nuances, and audience expectations you face. Whether you manage a diverse portfolio of funds or operate a single investment trust, our workshops are tailored to your unique challenges.

Because we bring together strategic thinking, creative expertise, and compliance knowledge, the messaging frameworks we create are not only well-written — they are strategically sound, legally robust, and commercially effective.

Our work doesn’t end when the workshop finishes. We provide ongoing support to help you implement your new messaging across campaigns, digital channels, investor communications, and corporate presentations. We can also integrate the messaging framework into your brand guidelines, ensuring every future piece of marketing aligns with the strategy we’ve developed together.