The Heritage Partnership

The Heritage Partnership
Building a lasting legacy

The Heritage Partnership
WEALTH MANAGEMENT

CLIENT
The Heritage Partnership

How do you brand a practice firm while maintaining a consistent global voice and brand language with their parent headquarters? The Heritage Partnership is a wealth management practice with more than 30 years of combined financial advisory experience serving affluent, high net worth individuals, trustees and businesses. They are a partner practice of St. James’s Place Wealth Management, a UK FTSE 100 company which is one of the largest wealth management companies serving the local and expatriate communities in Asia.

The scope involved aligning the firm’s vision, brand strategy, mission and positioning, understanding and shaping internal culture by identifying specific personality traits of the founding partners and the firm.

The identity captures the firm’s four unique pillars: Personal, Proactive, Principled and Prosperity — developed and identified after internal workshops and a brand audit. This is held firmly by the letter ‘H’ (Heritage), the monogram doubles itself as a symbol of intelligence and trust. A new tagline ‘Building a last legacy with you‘ accompanied the brand’s positioning. To support the new identity, a creative direction was developed for the brand’s photographic needs – emphasising natural light, spontaneity and authenticity. It is never about the material things or a life driven by an ostentatious lifestyle.

More to be updated.

SCOPE
Creative Direction
Brand Strategy
Brand Positioning

Content Structuring
Copywriting
Ideation
Identity concept & creation
Typographer

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