Boston Private

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“Emotional Wealth”
CHALLENGE
Differentiating a wealth management brand in a highly competitive category where trust, connection, and emotional relevance drive decision-making.
STRATEGY
Build the brand from the ground up; creating the logo, visual identity, and brand foundation. Then position it around an individual’s “Why of Wealth,” activated through a targeted, emotionally driven media strategy designed to spark conversation and build frequency across high-impact channels.
IMPACT
Aided awareness increased 67%, website visitors grew 20%, and non-paid traffic rose 42%, demonstrating stronger brand engagement and consideration.
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