Designing event experiences & collateral for private wealth management clients

(while navigating a global brand refresh)

collateral + environmental + marketing

For pre-, during, and post-event phases, I successfully delivered both print and digital assets for global and local Private Wealth Management (PWM) events across the US, Asia, and EMEA. These events, tailored to diverse PWM client types, ranged from "next-gen" learning and networking to expanding customer strategies.

I ensured that the new visual identity rollout for these events aligned with the broader public launch schedule, enhancing consistency and impact across all touchpoints. Collaborating closely with PWM design and content teams, I transformed concepts into tangible assets, with a strong focus on layout and visual hierarchy for social media, event takeaways, and white papers for Financial Advisors to share with their clients.

Client
Global Investment Banking & Private Wealth Management Firm

Collaborators

  • Design team

  • Content team

  • Executives (esp. for new visual identity approvals)

Event collateral samples

Social media post samples

Marketing One-Pagers: Streamlining Wealth Management & Event Insights

Marketing one-pagers provide a concise overview of key services, value propositions, and insights, making them an effective form for event takeaways. They summarize key learnings from various conversations, enhancing communication, reinforcing understanding, and driving client engagement with clear, impactful summaries.