solutions that work

In the past wealth management programs often turned to multi-strategy hedge funds of funds as an efficient and “safe” means to add exposure in the alternative space. These funds offered the ease of “one-stop shopping” access to a broad range of alternative strategies as well as the promise of potentially lower risk through diversification. Now,

Starbucks makes great coffee, but their brand adds value to one of the most tangible commoditized things ever. So much so we are willing to pay $5.00 for a tasty Starbucks concoction, which is essentially — coffee. We have found some financial services companies struggle with the notion of brand. Some don’t know why they

Increasingly, leading commercial banks are adopting multiple sub-brands in marketing to affluent consumer segments. It’s now relatively common to see distinct brands targeting the UHNW, HNW and mass affluent markets. To us, this movement towards separate brands is an appropriate and positive evolution of bank wealth management services for several reasons: • Affluent segment delivery

Wealth management is a relationship business. Banking is a relationship business. For banks in wealth management the primary challenge is to leverage banking relationships to build wealth management relationships. This means cross-selling. In our experience effective cross-selling requires at least the following: • Senior management buy in to break down silo-related impediments • A wealth

At Optima Group, we think about marketing a lot. We think about strategy, we think about tactics, we think about creative. And given its exponential growth, what kind of marketers would we be if we didn’t think about social media?? Facebook’s growth represents the burgeoning of social media — the site had 1 million users

Throughout the years Optima Group has developed identities and brands for many financial services companies, including private banks, institutional asset managers, wealth managers, insurance and mutual fund companies. Twenty years ago, and amazingly, as recently as Monday, we have heard clients new and old say, “We can’t use red, everyone knows you can’t use red

My birthday is coming up shortly, and I am already starting to feel the love. No, not from my family and friends, but from people that I, for the most part, don’t even know (and probably never will, at least not personally). By now, you are probably thinking I am a pretty sad case if

When my phone contract expired last month, I decided to hop aboard the Apple band wagon and get an iphone. Within minutes, my ten-year-old was downloading ‘must have’ apps, including “LogosQuiz” by AticoD. I just checked my phone and he is on level 1, with a score of 1487, and has guessed 15/34 logos correctly.