Turning Principal into Personal Finance ‘Go to’ Experts

This private client investment management company enjoyed steady growth over the years through referrals and recommendations. Moving forwards it could not rely solely on this to achieve its growth targets, especially as the market place was becoming more crowded.

So 5 years ago we began working with them. Our intensive reputation building programme has turned their experts into media ‘go to’ people and their initiatives such as the Principal ‘White List’ into anticipated media properties. The campaign routinely secures editorial coverage worth approximately £1.4m each year and key relationships with investment media and personal finance writers on the Nationals are in place. This media success is being reflected in the business too.

Since Energy PR was appointed, Principal’s assets under management have doubled, the firm has attracted and appointed experienced quality people and has acquired a leading investment management business.