Asset + Wealth Management Public Relations

As a PR agency with extensive asset and wealth management experience, DLPR represents leading traditional and alternative managers, including institutional and retail investors, private equity firms and private credit firms, wealth managers, ETF providers, mutual fund companies and other investment firms, across a range of different strategies.

 

Our efforts on behalf of Asset + Wealth Management clients have included: developing thought leadership platforms for senior executives; generating visibility for capital raises, investments and acquisitions; supporting the launch of new strategies; securing top-tier media coverage; raising the firms’ social media profiles, and optimizing appearances at major global conferences.

Work That Makes an Impact

Putting a Small Investment Manager on the Map

A small wealth advisory firm came to DLPR with little brand recognition—or AUM. As a result of our efforts over the years, the firm’s portfolio managers are sought-after commentators on top-tier broadcast networks, one of its star advisors is a preeminent voice on women and wealth in personal finance media, and its executives’ thought leadership is highlighted across earned and sponsored content channels. Moreover, its AUM has increased significantly since the start of our relationship.

Successfully Introducing an Asset Manager to the U.S. Market

A leading foreign-based asset manager had global ambitions, starting with establishing a presence in the highly competitive U.S. market. With DLPR’s support, the firm has successfully launched multiple U.S. products and positioned its executives as trusted voices that are routinely featured in top-tier and industry publications. The firm has since accelerated its international expansion, with DLPR guiding its communications efforts across North America and Europe.