ProjectsGENERATING 3,090 HIGH NET WORTH LEADS
Brown Shipley, part of Quintet Private Bank, approached us to transform brand awareness into high-value, qualified leads for their investment and wealth management services targeting high-net-worth individuals (HNWIs). While previous paid campaigns successfully built recognition, they weren’t consistently converting the right calibre of prospects.
Our multi-channel paid media campaign, designed to attract and convert individuals actively planning wealth transfer, delivered exceptional results. Over seven months, we generated 3,090 leads across channels, securing multiple new clients with seven-figure asset portfolios.
UNLOCKING COST-EFFICIENT HIGH VALUE LEADS
Services provided:
An integrated paid campaign that redefined conversion success
Our multi-channel paid media approach positioned Brown Shipley as a trusted wealth advisor, leveraging "Your Essential Guide to Passing on Wealth" as a high-value lead magnet. Through precision-targeted PPC on Google Ads and Microsoft Ads, coupled with Paid Social across Meta, we drove high-intent traffic to a dedicated landing page. Our PPC strategy focused on capturing in-market prospects searching for terms like "family wealth planning," "investment management," and "private banking."
Understanding the audience and their motivations
HNWIs are an elusive audience, demanding a hyper-targeted approach. We conducted deep audience research to uncover their pain points, aspirations, and key decision-making questions—such as "When should I start discussing wealth transfer?" These insights shaped our messaging, ensuring we delivered the most relevant and compelling ad creative.
Paid Social was used to reach new audiences unfamiliar with Brown Shipley, leveraging interest-based and lookalike targeting. Meanwhile, PPC enabled us to engage prospects actively seeking relevant wealth management solutions—both through non-branded keywords and branded search queries.
THE RESULTS
HIGH-VALUE LEADS GENERATED ACROSS CHANNELS
X
RETURN ON INVESTMENT
x
SCALED ACROSS 7 EUROPEAN MARKETS
Unlocking gated content for conversion
The campaign’s success hinged on the strength of the "Passing on Wealth" guide—a strategic content asset designed to meet the core needs of the target audience. The dedicated landing page reinforced the guide’s value while establishing Brown Shipley’s authority as an expert wealth manager. This approach contributed to a 3.44% conversion rate from form view to submission.
Scaling success internationally
Outperforming expectations, this campaign has now been expanded across all seven markets of the Quintet Private Banking group, optimised to generate cost-efficient leads at scale.
For Brown Shipley, this success has cemented always-on lead generation as a core strategy. Further campaigns are now in development, with the next phase focused on driving high-value prospects for their Investment Management services.
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