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Case 02 / 03

Invest Intellect

Investment brokers

Result

Concept to launch in 30 days

Positioning, brand, site and a full paid media build, live inside a calendar month.

In a regulated category everyone is allowed to say the same things. Trust has to come from somewhere else.

The record

Advertisements across two funnel stages
11Advertisements across two funnel stages
Named institutional sources cited
8Named institutional sources cited
Days from concept to live
30Days from concept to live

The brief

A new name starts with two problems at once: nobody has heard of you, and every claim you are permitted to make is one your competitors may make too.

So the brand was built on sourcing instead. Every figure used in the advertising and on the site is traced to a named institution — UBS, Knight Frank, Citi Private Bank, Deloitte — and shown with its source attached. It is a slower argument to make and a much harder one to dismiss.

What we ran

Positioning first, in week one.

Independent research on alternative asset allocation, published for private investors rather than sold to them. That single decision set the tone of the site, the creative and the compliance position, and it is why the build could move as fast as it did.

A two-stage creative system.

Prospecting creative opens with a sourced statistic and offers the report behind it. Mid-funnel creative drops the persuasion entirely and sets the asset classes side by side — returns, correlation, tax treatment, fees — for someone already deciding.

Every claim carries its source.

On the ads, in the report and on the page. The site states plainly that no statistic is AI-generated or unverified, which in this category is the differentiator rather than the disclaimer.

Prospecting

Open with a sourced number and offer the research behind it. Six concepts, each built on a different institutional dataset.

Dark panelled room of display cases holding coins, whisky and paintings. Headline: 96% of high-net-worth portfolios are missing an entire asset class.
0196 per cent
Invest Intellect advertisement about the allocation gap in private portfolios.
02Allocation gap
Invest Intellect advertisement about portfolio blind spots.
03Blind spots
Invest Intellect advertisement about correlation between asset classes.
04Correlation
Invest Intellect advertisement about inflation-resistant assets.
05Inflation proof
Invest Intellect advertisement for the allocation masterclass.
06Masterclass

Mid-funnel

Choose your asset class. No persuasion left in it — four assets, four sets of numbers, for someone already past the argument.

A whisky bottle, a gold bar and a framed painting on a table in low light. Headline lists four statistics across four assets and asks which is which.
01Lineup
An open vault door lit from within. Headline: 44% of billionaire wealth sits in assets your adviser has never mentioned.
02Vault
Invest Intellect mid-funnel advertisement built around four doors.
03Four doors
Invest Intellect mid-funnel advertisement set at a table.
04Table
Invest Intellect mid-funnel advertisement set at a desk.
05Desk

Where the traffic lands

The homepage leads with four sourced figures and names the institutions they came from, above the fold, before it asks for anything.

Screenshot of the Invest Intellect homepage showing four sourced statistics and a row of named institutional data sources.
01Homepage

Scope

  • Positioning and brand
  • Paid social
  • Creative production
  • Website build
  • Email and lifecycle
  • Tracking and reporting

Contact

Let’s talk.

Tell us what isn’t moving and we’ll tell you whether we can help.