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Investment Management Branding

Present the investment firm as a whole while giving its businesses and capabilities a clear place within it. We develop the positioning, logo relationships and visual system around your organization, creating an identity that teams can apply to firm introductions, business materials and the agreed launch applications.

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Clear relationships between the investment firm and its specialist businesses.

Trusted by businesses across the US, UK and beyond.

An identity built around your business.

An investment firm can grow through new capabilities, partnerships or acquisitions, each bringing an established name and way of presenting itself. The brand project begins by mapping those relationships and deciding what the parent firm needs to represent. We work through that structure with the people responsible for the businesses before developing the visual identity.

The outcome needs to work at more than one level. A firm introduction should explain the whole organization, while a specialist business needs to present its own focus. We develop the message and design hierarchy together, using representative applications to make the relationship clear during review.

Discuss your investment firm identity and the business relationships it needs to express.

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Resolve the firm and business hierarchy before extending the design

We set out how the parent name, retained business names and capability descriptions should appear together. Creative options are then demonstrated in a firm-level introduction and a specialist business application, giving leadership and business owners a concrete basis for review.

This process establishes which visual elements are shared and where a business needs a distinct treatment. The approved relationship becomes part of the identity guidelines, helping subsequent teams apply the same decisions when a presentation, website section or new capability is introduced.

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

NexaFlow connects the architecture decisions, firm narrative and visual identity with the applications agreed in the brief. Your leadership and business owners supply and approve the organizational and investment descriptions. Website, presentation and wider rollout production can then be commissioned through the same team with defined deliverables.

Give an expanding investment firm a clear organizing identity

Following an acquisition or a new business launch, different teams may describe the firm from their own part of it. Existing logos and presentation styles can reflect those earlier structures. We review the current relationships and material to establish the decisions needed for a shared firm identity and an orderly transition.

The completed work defines the parent identity, business relationships and visual rules agreed for the organization. Application examples show how a firm introduction connects to specialist materials, with guidance on names, endorsement and the hierarchy of messages. A rollout sequence identifies the assets and approvals needed before each part of the business moves to the new system.

This service addresses the investment firm and its business architecture. If the main need concerns a fund range and recurring investor documents, our asset management branding service addresses that product layer. The core identity project can be scoped to connect the relevant levels.

How the identity works for your team

The identity

We develop the parent identity around the organization it represents and the investment capabilities your team can describe. Business names and visual relationships are reviewed within that structure, giving the logo and wider direction a defined role across the firm rather than leaving each unit to interpret it independently.

The applications

A corporate introduction and a specialist business presentation need to feel connected while answering different questions. We establish their shared messages, logo relationships and visual rules, then demonstrate how the emphasis changes. That gives teams a practical way to present their own work within the wider firm identity.

The guidelines

Guidelines explain the parent and business hierarchy through approved examples of names, endorsement, profiles and document layouts. The handover records how the system should be applied and which decisions need an owner. Organized files give marketing teams and suppliers a common reference when they create material for another business.

The positioning

We help articulate what connects the businesses and how each contributes to the firm. Leadership input and approved capability descriptions support that account, while audience needs determine the supporting messages. The result gives the identity a clear organizing idea that can accommodate specialist explanations across the organization.

The rollout

The release sequence follows the dependencies between parent and business material. Corporate assets may need to be approved before teams adapt their presentations or websites. We identify those relationships during planning, agree which applications are included and give the rollout a defined production order with clear review responsibilities.

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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Before you start your brand project

Can acquired businesses keep their names and recognition?

Yes, where that fits the intended firm structure. We review how an existing business name could be retained, endorsed or brought under the parent identity, then demonstrate the options in relevant applications. Leadership and business owners make the organizational decision, with legal naming and usage checks handled by your appointed advisors. The approved relationship guides the visual system and transition plan.

How do you work with several business owners?

We agree the decisions that belong at firm level and the information each business needs to supply. A shared review of the architecture comes before teams assess the detailed applications for their area. The project plan identifies reviewers and approval stages, giving individual businesses a way to contribute while keeping the agreed parent identity consistent through the design process.

When should we use the asset management branding service?

Choose that focus when the central issue is how a fund or strategy range appears in product pages, factsheets and investor presentations. This page addresses the wider firm and the relationships among its businesses or capabilities. If both layers need work, we establish the parent structure first and include the required product-system applications in the proposal.

How is an investment management branding project scoped and quoted?

We assess the number of businesses, existing identities, architecture decisions and materials affected by the change. The proposal identifies the firm-level work, application examples and rollout responsibilities, with a fixed quote agreed before starting. An additional business, naming exercise or production requirement is assessed with its cost and timing for approval before the agreed scope expands.

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.

Investment Management Branding

An identity built around your business.

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

Give an expanding investment firm a clear organizing identity

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.