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Legacy Investment Firm

THE ASK

A legacy investment firm sought to refine its brand strategy in a way that honoured decades of market experience while preparing the organization for long-term evolution. The challenge was to evolve without erasure, and to unify leadership around a clear, contemporary positioning within an increasingly crowded and competitive financial landscape.

THE RESPONSE

Our approach was a comprehensive brand engagement that emphasized clarity, cohesion, and cultural resonance. We developed a renewed brand narrative that positioned the firm as a steady, future-focused partner, finding clarity where others see complexity, grounded in a long-term philosophy and a human-centred approach to navigating global markets.


This narrative informed a refined visual identity, strategic communications guidance, and recommendations for aligning the firm’s workplace environments with its renewed ethos. From brand architecture to visual touchpoints, the system was designed to scale with confidence and consistency.

IMPACT

Created unified brand narrative shaped through more than 20 leadership and team interviews, creating cross-functional alignment across investment, operations, and talent-facing groups.

Clarified strategic positioning emerging from two facilitated language and messaging workshops, helping senior leaders articulate shared values and long-term vision with greater clarity.

Created a comprehensive 60+ page brand synthesis report consolidating research, interviews, audits, and environmental insights into a single strategic foundation for future branding work.

Development of a refined messaging system and narrative architecture that now guides all major communications, from internal alignment to external brand presence.

Creation of three distinct brand-in-space conceptual directions, offering clear pathways for translating brand strategy into environmental and experiential design.

Audit and organization of dozens of brand and spatial touchpoints, providing a roadmap for consistency across digital platforms, office environments, and investor-facing materials.

Strengthened internal confidence and cohesion, giving leadership and teams a clearer language, visual direction, and set of principles for communicating who they are and how they operate.

CREDITS

  • Brand Strategy: Tosin O Hoskins

  • Verbal Identity: Tosin O Hoskins

  • Creative Direction: Tosin O Hoskins in collaboration with client’s architecture team

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