Executive summary

This was our 2024

  • Brand management

- Conducted first ever Brand Survey covering Switzerland

- Initiated and project lead of re-design of Investment Communication publications in Switzerland and Germany

- Part of Group´s Brand Strategy working group; definition of brand proposition and brand dials

- Assisted with the design of some of new pitching material

- Developed new Excel tables guidelines for the Investments Department

- Looking to improve the visual appearance and concept of our bank across all marketing channels in Switzerland.

  • Events

- The highest number of events we ever organised in a single year

- Supported the organisation of first events in Spain and Dubai

- Initiated the design of a new event invitation process within AURA and identification of a new external event tool

  • Digital Marketing

- Performed first ever LinkedIn campaign (pension and vested benefits offering) with great success; launched second wave in December 2024

- Part of Group´s Digital Marketing Strategy working group; development of new Website features

  • Corporate & Internal communication

- Increased PR opportunities and placements in top-tier media, driving an above-average advertising equivalent value.

  • Social media

- Developed new formats for LinkedIn, which were also applied by other Group locations and businesses, e.g. polls

  • Forms Management

- Onboarded new Clients Contracts Manager to review all documents and processes related to client forms and identify improvement potential.

  • Dubai opening as special team effort: The Team supported the project at various levels: from incorporation and licensing, over communication strategy and PR to organisation of the opening event

  • HR

- Stable team with 4.3 Markting FTE, 2.0 Regulatory/CS FTE and 2 interns

Q4 in a nutshell

  • Media: Top tier media covered our main topics in Q4, such as the Dubai opening and the new CFO announcement, and we have succeeded in proactively placing more investment topics in many relevant channels with good linguistic distribution. In this sense, the advertising equivalent value for this quarter more than doubled in comparison to Q3.

  • Social media: Our posts had the highest engagement vis-à-vis the rest of the Group on our LinkedIn account! Highlights include the Madrid event, the Industry 5.0 carrousel and the Future Day post.

  • Excel training: Offered to colleagues aimed at better aligning the visual of our Excel sheets meant for external use.
  • Pitchbook support: Our team provided support to the launch of the new pitchbook project on UpSlide, which was officially launched late December.
  • Events: The high number of events kept us busy during the final stretch of the year. Q4 featured key client events—such as the Dubai opening, the Salons, the event in Madrid, the Investment Outlook with Walde Immobilien and the Geneva Market Outlook—and our internal Casino Royale party.

Number of initiatives

Initiatives by type

What's coming next?

Q1/2025

Client survey: Rolling-out the client survey with PwC, with the goal to gain more insights from our clients on the whole client journey.

Launch event management project: Looking into a new efficient and automated process. Including the guest list management through AURA and event management with an external event tool.

PR Strategy: Beginning of February we are meeting with our external PR agency and Investment Comms to review our PR activity and agree on the strategy going forward.

A new look for WM CH: As one of the actions from the brand survey performed in 2024, we have engaged a local agency to help us to improve the visual appearance and concept of our bank across all marketing channels in Switzerland The exercise includes the imaginery, the revamp of our website, event and marketing materials.

Pitching Project: Support of phase II of the project (Longrun, Longrun SMID)

Internal Audit on Marketing and Sales: The whole team activity, incl. subsidiaries is subject to an Internal Audit, which was kicked-off beginning of January 2025.