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Natasha spent a decade working in communications in the asset management sector while Charlotte built a freelance journalist career specialising in how pension schemes allocate assets. This gives us a deep understanding of asset managers’ and owners’ priorities and desires.
This adds up to a combined 50 years’ experience of what good investment communications should look like. We are passionate about helping you to build deeper connection with your existing and potential clients.
We started our careers in different fields – Natasha working in politics and Charlotte as an investment analyst. Scroll forward a few decades and we were both working in communications. Natasha as the flack and Charlotte as the hack.
A decade of working in corporate communications at asset managers means Natasha understands the pressures those departments face. Charlotte has conducted thousands of interviews with asset managers and owners – as well as their advisors – giving her a profound insight into the industry.
We know how regulation and market structures shape the way institutional investors allocate their assets. We have tracked how rapidly the market has changed and the challenges this throws up for both asset managers and owners.
The key to building relationships is to show you understand your clients’ challenges and to demonstrate you are the solution. This sounds obvious but in our experience the industry too often focuses on what it can sell rather than what it can solve.
We create bespoke communication strategies – and oversee plans – so you can build those long-term relationships. We use both digital and traditional channels to engage with your clients and provide the opportunities for those must-have face-to-face interactions.
Sustainable investment is important to both of us and we know it is vital to have the right internal philosophies and processes in place if you want to be credible. Communication is key. A good sustainable investor who talks about it badly will lose business to a less adept sustainable investor who talks about it well.
Clients
Review and audit your clients’ experience with your business to deliver a consistent service
Connection
Create better connection with your clients so they choose you instead of your competitors
Sustainable
Build credibility by auditing your business’ sustainable investment philosophy, approach and communications
Events
Cement client relationships with bespoke intimate events which provide in-depth insight
Spotlight
Be a calm and confident performer on stage, in pitches and meetings by mastering the spotlight
Network
Expanding your connections by deepening your knowledge and increasing your influence
Podcast
Broadcast in-depth conversations with industry titans to showcase the future of professional investment
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Design in-person events
Remember those crazy days during the pandemic when conventional wisdom said events were dead and everything would be online? Scroll forward five years and the pensions calendar bulges with conferences, round-tables and panel discussions. Relationships are at the heart...

Be a credible sustainable investor
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