Portfolio Bureau are Private Wealth Managers who had a cold and dated aesthetic. We completely re-looked their communication strategy, branding, and the full roll-out of their communications to showcase just how warm and personal they are.
LOGO, DESCRIPTOR & PAY-OFF LINE
When it comes to financial planning, Portfolio Bureau are serious about connecting with their clients to understand them and their unique needs. The connected words in the logo reflect the idea that meaningful connections are at the centre of everything they do. The pay-off line emphasises that their entire reason for being is to help you bring your plans to life.
The website needed to make it easy for people to understand what Portfolio Bureau do and why they do it. We also conceptualised, planned and ran a shoot with Marike Herselman Photography.
Our clients said that they didn’t want to be on social media. We used this to our advantage to explain that they’d rather connect face-to-face than online.
When creating the branded collateral, we wanted to highlight the human-side of finance.
Client: Portfolio Bureau, Guy & Tanya Golan
Strategy, Copywriting, Creative Direction: Kayli Vee Levitan
Graphic Design, Art Direction: Naomi Bossert
Photography: Marike Herselman