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Asset Management Branding Agency

Give your fund or strategy range a recognizable identity that works in detailed investor materials. NexaFlow develops the logo, visual hierarchy and application rules around the range your firm manages, with clear examples for the factsheets, presentations and product information agreed in the project.

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A recognizable firm, with clear distinctions across the strategy range.

Trusted by businesses across the US, UK and beyond.

An identity built around your business.

A prospective investor or intermediary needs to understand both the asset manager and the particular strategy being considered. We start with the relationship between those levels: the firm, the range and the labels used within it. That structure guides the identity so each product can be understood within a recognizable manager brand.

The design also has to work when figures, charts and accompanying text change. We review representative product material during discovery, then develop typography, layout and chart rules around the information your team actually publishes. The resulting direction is judged in those working documents as well as the corporate introduction.

Discuss the identity for your asset-management range and the materials your team updates.

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Develop the identity in the documents investors use

We bring a representative strategy introduction and data-led page into creative review. Together they show how the identity handles the manager name, product title, supporting charts and longer-form information. Your team can assess the hierarchy with realistic content before the system is extended across the agreed range.

Chart color, labels and table typography are considered as working design rules. Product owners check the meaning of the information, while the identity establishes a consistent way to present it. Any editable template production is defined around your software and update process.

One creative team.
Brand, web and sales materials.
A consistent starting point.

The same team develops the asset-manager identity and its agreed product applications, carrying the strategy hierarchy from positioning into design. Your investment and marketing reviewers approve descriptions, data and accompanying wording. Full-range document conversion, presentation production or a website build can be planned as additional work.

Give recurring product materials a shared design foundation

A growing range can leave marketing teams maintaining several versions of the same factsheet layout. A new corporate logo may also leave the detailed product pages largely unresolved. We review the range and its recurring information to identify the identity and application decisions that need to work together.

The handover combines the firm identity with the product hierarchy and document rules included in scope. Agreed examples demonstrate the treatment of strategy titles, tables, charts and accompanying information. Where editable masters are commissioned, they are designed for the content and software discussed during discovery, with review responsibilities clear for future updates.

This service concentrates on a fund or strategy range and its investor materials. A group spanning several investment businesses may need the parent-level decisions covered by investment management branding. Both draw on our core identity design process.

How the identity works for your team

The identity

The logo and core visual direction represent the asset manager, while an agreed hierarchy organizes the range beneath it. We test product and strategy labels in realistic applications so the identity stays recognizable and gives each offer the space needed for its own explanation.

The applications

The factsheet, strategy presentation and product page should present a connected range. We define shared typography, title hierarchy and chart treatment, allowing each format to hold the detail its audience needs. Product descriptions and information supplied by your team guide how those rules are demonstrated.

The guidelines

Your guide records the design choices used in recurring product information, including chart colors, table structure and the placement of supplied accompanying text. Selected masters demonstrate those rules with representative content. The handover identifies which elements your team can update and which changes require further design work.

The positioning

We help organize the manager description and the role of each strategy using the investment explanations your team approves. That work gives product names and visual distinctions a clear rationale. The identity communicates the range you actually offer, supported by source material appropriate to each description.

The rollout

The rollout can start with the range or documents that need attention first. We identify shared assets and template decisions before scheduling individual conversions, giving your team a usable production order. The agreed scope separates identity development, master creation and the volume of finished product material required.

Logo, visual identity and the rules to use them.

Logo Design & Identity Systems

We design a primary logo, alternate lockup and icon as a working set. Each has a clear role, from the full company name on a presentation to a smaller mark in a profile image or browser tab.

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Brand Guidelines

We document logo use, typography, colors and visual rules with application examples. Employees and outside suppliers have a reference for creating new materials from the same identity.

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Visual Brand Systems

We develop typography, colors, imagery and graphic elements together. The direction is shown on relevant materials so you can judge the identity beyond the logo.

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Rebranding

We review the current identity and the reason for change. Useful recognition can stay while messaging, visual rules or applications are updated. A fuller rebrand is considered when the business needs one.

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Brand Collateral

We apply the identity to the materials your team needs first. Core business-card, email-signature and social assets can sit alongside separately commissioned presentations, print and digital design.

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Brand Strategy & Positioning

We work through the offer, audience and reason to choose your business. That gives the identity a clear direction and the team a shared way to describe the company.

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What You Get

Your identity.
Ready to use.

You receive the core identity files and guidelines with the first applications in your project. We organize the handover for digital and print use and identify relevant font or image licenses.

Primary logo, secondary logo (lockup) and icon mark

Color palette with HEX, RGB and CMYK specifications

Typography choices, hierarchy and licensing guidance

Brand guidelines document (PDF)

Business card design (print-ready)

Email signature design

Social media profile and cover assets

All files in AI, SVG, PNG and PDF formats

Discovery call

We review your audience, offer and current materials. You tell us what is changing and where the identity needs to work.

Brand strategy

We establish the position and messages the identity should support, then develop a clear visual direction.

Concept exploration

We present two or three creative directions with application examples, so your team can compare the thinking before choosing a route.

Refinement

We refine the chosen direction through your feedback, checking the logo, typography, colors and applications as a complete identity.

Handover

We deliver the organized files and guidelines, then walk your team through the identity and the applications included in your project.

A new identity
or ongoing support.

Brand identity with logo design starts at $3,700. Choose a one-off project or monthly support for brand, website and marketing work around your team’s priorities.
Both options are here. Find the Perfect Plan for Your Business

Clear outputs, price and delivery milestones before work starts.

One-off project

Brand Identity with Logo

From $3,700

One-time payment

Logo design, colors, typography and guidelines, with the first brand applications your team needs to use. A one-off project with a defined handover.

Full colour palette

Primary logo, secondary & icon mark

Typography system

Brand guidelines (PDF)

Business card design

Email signature design

Social media profile assets

All files in AI, SVG, PNG, PDF

Unlimited revisions

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Retainer

Ongoing design support

$4,000/mo

Pause or cancel anytime

An ongoing design partner for decks, print and digital materials using your existing identity. We work through one active creative request at a time; new identity creation is separate.

Design using your existing brand:

1 Active request at a time

Deck & presentation design

Existing-brand collateral

Print design

Digital design & email templates

Revisions within agreed scope

Dedicated account manager

Pause or cancel anytime

Schedule a call

Retainer

Brand and Webflow partner

$8,500/mo

Pause or cancel anytime

Ongoing design support plus agreed brand and Webflow work. Sales materials and larger website builds follow an agreed scope and milestones.

Includes Ongoing design support plus:

Agreed Webflow design & development

Planned Webflow updates

Agreed landing pages & sales materials

Web animations within agreed scope

Bi-weekly strategy calls

Dedicated Slack Channel

Pause or cancel anytime

Schedule a call

Retainer

Creative and growth partner

$12,500/mo

Pause or cancel anytime

Broader creative and Webflow support with a dedicated scoped SEO program and planned motion work. Priorities and production capacity are set with your team.

Includes Brand and Webflow partner support plus:

Agreed creative capacity

Dedicated, scoped SEO workstream

AEO & AI visibility within SEO scope

Agreed motion design & video scope

Agreed social creative work

Revisions within agreed scope

Weekly strategy calls

Pause or cancel anytime

Schedule a call

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SEO

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Before you start your brand project

Does every fund or strategy need a separate logo?

The first question is how the range should be understood under the asset-manager identity. A title hierarchy, naming treatment or defined visual accent may provide the distinction needed. We assess that approach against your actual products and audiences before recommending separate marks. The chosen system is demonstrated across representative applications so your team can review how the range holds together.

Can our team keep updating the factsheets?

Editable factsheet masters can be included after we review the software, content and update workflow your team uses. We agree the required layouts and demonstrate how variable information fits them. The handover explains the design controls, while your designated reviewers remain responsible for the investment data, product descriptions and accompanying wording used in each published version.

How does this differ from investment management branding?

This service focuses on the relationship between an asset manager and its fund or strategy range, including detailed investor materials. Our investment management branding service addresses the wider firm when several businesses or capabilities need a parent identity. A project can connect both levels; discovery establishes which decisions need to be made first and which applications belong in the brief.

How is an asset management branding project scoped and quoted?

The range structure, existing identity, document formats and number of representative applications determine the work. We agree whether the project includes identity development, editable masters or conversion of finished materials, then provide a fixed quote before starting. New strategies, additional formats or changes to the agreed brief receive a cost and timing assessment for approval before further work proceeds.

Can you apply the identity to our website and marketing materials?

Yes. We can carry the identity into a Webflow website, presentations, print and digital materials. These are separate production tasks unless included in your project. The same design team can keep the logo, typography and visual rules consistent across the applications.

What files and guidelines will our team receive?

You receive logo files in AI, SVG, PNG and PDF formats, color specifications, typography guidance and a brand guidelines document. Application examples show how the identity works in your materials. We identify relevant asset licenses and explain how your team can use the files.

Is there ongoing support after the identity project?

Yes. Ongoing design support is $4,000/month for decks, print and digital work using your existing identity. Brand and Webflow partner is $8,500/month for brand, website and sales-material work. Creative and growth partner is $12,500/month for broader creative, Webflow, dedicated scoped SEO and planned motion. Monthly retainers are flexible and can pause or cancel. We plan priorities and capacity with your team.

Let’s talk about your brand.

Send your current materials and tell us what needs to change.

Asset Management Branding Agency

An identity built around your business.

One creative team.Brand, web and sales materials.A consistent starting point.

Give recurring product materials a shared design foundation

How the identity works for your team

The identity

The applications

The guidelines

The positioning

The rollout

Logo, visual identity and the rules to use them.

Your identity.Ready to use.

A new identity or ongoing support.

Before you start your brand project

One creative team.
Brand, web and sales materials.
A consistent starting point.

Your identity.
Ready to use.

A new identity
or ongoing support.