International financial planning

The team at David James Wealth provide financial planning and wealth management services for business leaders, professional athletes and musicians.

The Problem

David James Wealth already have a well-established business within the UK. With many clients relocating to the US or moving back to the UK, often with complicated financial management needs and stringent regulation, David James Wealth were looking to expand their services overseas to cater for these customers and grow their client base.

The Solution

Following a successful brand strategy project completed in 2021, we were briefed to create a new US centric logo and marketing for David James Wealth. Their established brand architecture already included additional ‘arms’ of the business: wealth, music and sport. This gave us the flexibility to expand the visual identity further – creating a unique US logomark but with a familiar look and feel. It was simple solution that could be adapted for additional countries if required, providing David James Wealth a carefully considered and future-proofed concept.

We then applied the new visual identity to a website for David James Wealth USA. The existing website was expanded into a multi-site set-up. This gives the David James Wealth team access to edit both websites from one place, but keeps the public view entirely separate for clear differentiation. The US website launched with a few key pages but provides a platform which can easily grow with a flexible CMS behind the scenes.

We also created a complimentary digital services brochure to provide more information around the organisation’s US offering. Both projects involved copywriting in line with regulatory guidance, image sourcing and creative design to suit the US audience.

What the client said

We’re really excited to launch the US side of the business and were pleased to work with the team at Jacob Bailey to promote this. The Jacob Bailey team met a tight deadline with a lot of moving pieces and we really appreciate all the work and flexibility they offered. And most importantly, it’s gone down well with clients, resulting in an influx in new business.

Thomas Quinn
Managing Director, David James Wealth USA

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