Netwealth appoints Receptional to deliver integrated digital brief

Netwealth appoints Receptional to deliver integrated digital brief


by Luke Nava
Marketing Manager

15 November 2022

Netwealth – the London-based fintech company that provides investors with a modern, cost-effective wealth management service – has appointed Receptional, to support its digital marketing agenda. The digital brief will span paid media, SEO, CRO, creative services and analytics.

Netwealth began its search for a new agency in May 2022, following the appointment of a new Digital Marketing Manager, Tahir Rashid, and the business’s recognition that digital is increasingly key to maintaining its 50% annual growth rates. Receptional won the work following a competitive pitch process.

Rashid explains: “As part of our increasing investment in digital marketing and to grow Netwealth’s digital presence, we felt we needed a fresh perspective on our paid activity, specialist knowledge across other channels, and advice on differentiating our brand from the competition. Receptional was able to provide all of that, as well as deep experience in the wealth management sector.”

Receptional has provided organic and paid search marketing for over 20 years, but we’ve bolstered our offering of late with creative services and digital PR teams. We’ve worked with wealth management and fintech firms including Close Brothers, Investment Mastery, Killik & Co, Plus500, Skilling and Saltus, and publish an annual report into the buying habits of high-net-worth individuals (HNWIs).

We’ve also been shortlisted for Agency of the Year at the Financial Services Forum Marketing Effectiveness Awards, to be announced later in November.

This expertise shone through in the pitch process, according to Francisco van Zeller, Netwealth’s Chief Marketing Officer.

He says: “From the specialists in the room and the examples of work they shared, it was clear that Receptional could provide everything we were looking for: support across the whole user journey; direction on creative strategy and tracking; and a team of experts in each area, held together by an account manager.”

Justin Deaville, Managing Director at Receptional, adds: “We know from our own research that HNWIs are increasingly looking for affordable, hybrid wealth management services, where they can use technology to manage their own investments and get advice from a human when they need it. Netwealth delivers exactly that, so we’re excited to be working with them on their next stage of growth.”

Get all our news & insights delivered straight to your inbox

Related articles

Colleagues discuss diet culture in the workplace over coffee

How to Avoid Diet Culture Traps in the Workplace

Find out how to change the way you talk about food at work, to make a lasting impact and reverse some of the damage the diet industry has inflicted.

Read now

A woman and a man discuss finances

How to Tackle Gender Bias in Wealth Management Marketing

Despite controlling ever more of the world's wealth, women are still regarded as a niche in wealth management. We look at how marketing can change this.

Read now

Jack Rose, Operations Director at Receptional, explains why our true passion is table tennis

Beer Fridge and Ping-Pong Table: New Receptional Film Upends Agency Culture Clichés

Receptional has released a short film that upends the traditional agency cliché: that a table tennis table can make up for a toxic working culture.

Read now

Contact us

Call us on 01525 715 520 or complete the form below, and one of the team will get back to you.