Search Engine Optimisation (SEO) Audit

 

Improve your online presence with a professional SEO audit. We deliver insights to strengthen rankings and ROI.

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Why an SEO Audit Matters

In asset management and investment trusts, discoverability is everything. If investors can’t find you, they can’t engage with you. Search isn’t just about ranking higher on Google — it’s about ensuring your brand shows up with authority and relevance when investors are researching options.

Our SEO Audit Process

We combine best-in-class SEO tools with our sector knowledge:

  1. Diagnostic review of your website and content.
  2. Competitor benchmarking against direct peers and wider market players.
  3. Performance mapping to reveal where you’re winning and where you’re invisible.
  4. Actionable recommendations prioritised by impact and ease of implementation.

SEO Audit Benefits

  • Clear evidence of where your website is under-performing.
  • Visibility on the investors, intermediaries, and analysts you could be missing.
  • A roadmap for quick wins and longer-term gains.
  • Integration with your existing tech stack (Salesforce, Pardot, Marketo, HubSpot, etc).

Built for Asset Managers and Investment Trusts

We know SEO isn’t about chasing clicks — it’s about reaching the right investors with the right content at the right time. Our audits are built for regulated marketing, giving boards confidence and giving marketing teams clarity on how to sharpen digital visibility without risking compliance.

What Our SEO Edit Covers

Technical site performance and crawlability

Technical site performance and crawlability

We’ll analyse site speed, indexing health, and crawl errors to ensure your site is fully accessible to search engines.
Keyword visibility vs competitors

Keyword visibility vs competitors

We’ll benchmark your keyword rankings against competitors to uncover strengths and opportunities for growth.
On-page optimisation

On-page optimisation

We’ll review and refine titles, meta descriptions, and page structure to improve relevance and click-through rates.
Content Gaps and Missed Opportunities

Content Gaps and Missed Opportunities

We’ll identify high-value topics and queries your site isn’t covering to expand your organic reach.
Backlink Profile and Domain Authority

Backlink Profile and Domain Authority

We’ll evaluate backlink quality and authority to highlight areas for building trust and improving rankings.
Compliance Alignment In Content Presentation

Compliance Alignment In Content Presentation

We’ll ensure content presentation aligns with accessibility, brand standards, and regulatory requirements.
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Related case studies
01

Janus Henderson – The Big 5-oh
Janus Henderson Investment Trusts
02

Bank of Montreal
Bank of Montreal
03

Amundi Financial Services
Amundi

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FAQs

1

Why does SEO matter for asset managers and investment trusts?

In this sector, visibility equals opportunity. Investors — from retail to institutional — increasingly research online before engaging. If your brand and products aren’t showing up in relevant searches, you’re losing awareness, trust, and potential capital. SEO ensures your content is:

  • Discoverable when investors are researching
  • Authoritative against peers and competitors
  • Compliant with FCA standards for digital communication
2

What exactly do you assess in your SEO audit?

Our audit covers six core areas:

  • Technical Performance – Site speed, crawlability, indexing, and mobile optimisation
  • Keyword Visibility – How well you’re ranking versus competitors on high-intent terms
  • On-Page SEO – Meta titles, descriptions, structure, and schema
  • Content Gaps – Missing content areas or untapped keyword opportunities
  • Backlink Profile – Domain authority and inbound link health
  • Compliance Alignment – Ensuring your content is SEO-optimised and FCA-compliant
3

What tools or methods do you use to perform the audit?

We use best-in-class SEO tools (e.g. SEMrush, Ahrefs, Google Search Console) combined with our deep financial services expertise. This gives us a realistic view of both technical performance and content relevance — tailored to the way investors search and regulators expect content to be presented.

4

How is this different from a standard SEO audit from a digital agency?

We’re not a generic SEO agency. We specialise in:

  • Financial services marketing
  • FCA-compliant communication
  • Investor-focused content strategies

That means our audit is designed to meet the expectations of your target audience and your internal compliance team — with insights that your board will understand and value.

5

How will this help us reach more investors?

By improving your visibility in search, your brand is more likely to appear when investors:

  • Research investment options
  • Compare funds or managers
  • Look for thought leadership or trust signals

That means more qualified traffic, stronger brand authority, and ultimately higher conversion from digital engagement.