Following a merger and acquisition, as three investment platforms came together, Wealthtime needed a bold new story. One brand. One vision.
Wealthtime
One platform. One vision. One Wealthtime.
Following a merger and acquisition, as three investment platforms came together, Wealthtime needed a bold new story. One brand. One vision.
Wealthtime is part of a fast-growing group of UK intermediary platforms brought together through AnaCap’s investment in Novia, Wealthtime and Amber. Individually, they served tens of thousands of clients and billions in assets, but collectively, they lacked meaningful recognition in a crowded market.
Novia was the largest of the three, but neither it nor Wealthtime carried strong brand awareness. Advisers knew the services, but not the story. As the businesses prepared to consolidate onto a single platform, the challenge was defining what the new entity should stand for. How it should speak, look and behave in a category where differentiation is rare and trust is earned slowly.
We worked with the group to build that foundation. Through deep market research, strategic development, naming exploration, creative direction and a full digital rollout, we shaped a confident, modern Wealthtime brand. One to unite teams, empower advisers and signal a new era of ambition across the business.
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