What we do

We can conduct comprehensive research into your own culture, people and processes – plus also your peers and competitors and current and target investor audiences. In this way we can help determine your market positioning now – and where it could successfully be in the future. Our networks of relationships across the industry allow us to gather candid opinion from the brokers, fund selectors, analysts and commentators who determine how your proposition is perceived in the market place. Research with end-investor audiences can show how your company can align with real-life goals.

• B2B and B2C market research
• Internal deep-dive with your board, managers, marketing teams and other key stakeholders
• Competitor comparison – including share price, discount and share register analysis
• Market trend analysis

Once we fully understand you and your market, we can work with you to identify your key strategic goals – whether that’s to diversify the share register, target more attention among a particular segment of the market – or simply to build and maintain investor awareness.We can explore with you the scale of action required – from a marketing campaign to a full brand repositioning to even rethinking the investment objectives of the company. We carefully align our advice to the resources and ambitions of your company – and can conduct discussions and workshops to achieve ‘buy-in’ across your internal stakeholders.

• Internal strategy and goal-setting exploration (workshops and seminars)
• Marketing strategy programme development
• Competitor reviews to clarify your market differentiation
• Message house development to articulate your key attributes

Whether your focus is a single investment company or your broader investment capability, we can help you carve out a bold, clear ‘brand’ positioning that’s authentic to your culture, values and expertise – and that genuinely stands out in the market place.As well as addressing your visual identity, we can formulate messaging to be used across the business, tone-of-voice guidelines, and full guidance on how this can be implemented effectively internally and externally to deliver a brand that’s consistent, compelling and credible.

• Internal brand positioning exploration
• Single or multi-media campaign creation
• Key messaging frameworks – including proposition messaging, ‘boilerplate’ copy creation and website copy development
• Tone of voice and visual brand development and guidelines

The smartest marketing strategy in the world is no use unless it can be implemented practically, at cost and on time. With strong executional marketing experience across our team, we can help you plan a delivery schedule for activity of every scale.We can then help create and deliver much of the collateral – from sales and marketing material to website copy to adviser education – using our own in-house resource where we can and drawing on outside specialists where required.

• Campaign and project planning and scheduling
• Content and design creation and delivery
• Schedule planning for paid for, earned and owned media 

We know that maintaining audience attention in a crowded investment market is constant process that requires timely responses to market events and  investor needs – and a continuous eye on the competitive landscape.On an ongoing basis, Warhorse can help your company stay ahead with services including:  

• Regular key company and competitor metrics reporting
• Investor and intermediary marketing communications
• Media management including placing press articles and releases
• Content creation for intermediary and investor seminars and events