Disrupting the norm

Technology is driving a once-in-a-generation disruption inside the asset and wealth management space. The rise of passive investing continues to grow, driving margin compression and a greater need for differentiation among firms. At the same time, a new generation of investors are bringing ideas like ESG and socially responsible investing to the forefront.

This leaves many asset and wealth managers in a position they’ve likely not been in before; the need to communicate with a new generation of investors. Vested understands both sides of the equation. We’ve worked with some of the largest disruptors in the industry, giving us a unique perspective as we continue to support institutional clients in their fight against commoditization through technology. We’ve crafted effective strategies and messaging for Rockafeller, Morgan Stanley, Bailard and other firms to both appeal to this new cohort while differentiating themselves in the space.

Recent Case Studies