Executive summary

Q2 2025 in a nutshell

Brand management

  • Pension presentation (ask Emile).

Events

  • Development of Project Fiesta started and continuation of strong collaboration with key internal and external stakeholders.
  • XXX

Digital Marketing

  • Completion of the LinkedIn and Google campaign with promising results.
  • In collaboration with WMUK, we are testing the posting of relevant Strategy Blogs from our Investment Strategists as native LinkedIn articles.

Corporate & internal communication

  • Finalized Client survey on July 1st 2025
  • Tenalis acquisition preparation work and internal communication.

What's coming next?


Q3 2025

Client survey: Conduct 15 qualitative interviews and define the strategy. A seperate communication will be sent out.

Big events coming up: Salon by Rothschild & Co in Zurich with speaker xxx and...

Cybersecurity brochure: Available in this quarter to raise awareness of cybersecurity issues to our clients given it's relevance and interest.

Sponsorship: ?

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