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Arete Capital:

getting started on digital media

Material Impact created the messaging, website and social media strategy and brand assets for Arete Capital, the tax and accounting boutique for HNWIs and their businesses.

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Big Society Capital's Interactive Report on Social Impact

Material Impact worked with Big Society Capital and Pensions for Purpose to copywrite and create an engaging interactive report to raise the profile of social impact investing amongst UK pension funds, which went on to achieve coverage in key pensions publications. 

Material Impact makes second donation of 200 warm winter items

Material Impact is committed to giving back to our community and making a positive impact on those in need.

This winter, as with last year, we donated hundreds of gloves, hats and scarves to London's longest running emergency night shelter, making the harsh winter months a little easier for people experiencing homelessness.

We're pleased to support a local charity making a big impact in our community.

On message, on brand with Pensions for Purpose

Material Impact launched Pensions for Purpose into the new year with more power than ever before, laser focusing their messaging and brand assets across the board. 

To the Financial Times and beyond

(going viral)

Material Impact launched the membership organisation, Institute of Neurodiversity ION, to interviews with the Financial Times, Sky TV, BBC - and went viral on LinkedIn.

Client's research cited in House of Lords Question Time

House of Lords recognition is a rare honour and we are proud to share that our client has received this prestigious achievement.

 

Baroness Ros Altmann questions HM Government in the House of Lords, citing the report 'One year on - Task Force on Climate-related Financial Disclosures (TCFD) reporting for pension funds' by Pensions for Purpose, prompting further discussions on the clarification of how pension funds should mitigate climate risk in relation to their fiduciary duties.

Copyright House of Lords 2022 / Photography by Annabel Moeller

Material Impact's PR Pulse: SOV+ Top 100 Fund Administrators

The Ultimate Fund Administration PR Ranking: Who Rules The Global Media Landscape?

 
 
 

Data backed, designed for impact.

We combine a data-led approach with creative storytelling and compelling design, to achieve a positive, material impact in the business and marketing objectives of our financial services clients.

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Why choose

Material Impact?

Financial services focus

Material Impact's sole focus is on financial services. We are uniquely specialised in fund administration, asset management (across asset classes and fund types) and membership organisations. 

 

We've built a broad and deep understanding of the financial services industry, having worked with clients across the ecosystem: we're experts in this field.

Holistic brand view 

In financial services, thought leadership content is the pulse that keeps public relations thriving. However, it also enriches every other aspect of how a business communicates to its audiences, from digital marketing to sales.

This understanding forms the foundation of Material Impact's approach. We take a holistic view, including public relations, traditional and digital marketing and advertising. We ensure we cover all your needs with expertise and innovation.

Campaign minded

At Material Impact, we strongly believe that every step we take sets the foundation for the next. This proactive and iterative approach powers our campaign strategies, forming robust building blocks for your company's pathway to success.

Data backed

Material Impact empowers you with data-driven, actionable insights, facilitating informed decision-making and fostering consensus within your leadership team.

 

Utilising our proprietary software, we provide marketing analytics as a comprehensive, managed service. From inception to conclusion of PR and marketing campaigns, we're at your side, offering custom KPI tracking and dynamic support throughout the journey.

What they're saying:

Succeeded in arranging interviews with my key executives -- often on short notice -- and in generating a good amount of PR coverage.

Joel Weiden
Vina Capital

Extremely professional. Able to understand the needs and requirements of the business at every level.

Paul Boulton
Lodbrok Capital

Very good out-of-the-box thinking.

Charlotte Valeur
BH Credit Catalysts Ltd.

Daniel Jason MCIM, MCIPR

CEO

​Daniel Jason is an experienced financial marketing and communications specialist. He has worked in PR, brand strategy and marketing for 15 years, with large and small brands in financial services, both in-house and agency side. Highlights:

  • Cambridge Associates

  • Crestbridge Group

  • Association of the Luxembourg Funds Industry

  • Tradeweb

  • Wells Fargo Asset Management

  • Brevan Howard

  • Nedgroup Investments

Charlotte Valeur,

Senior Adviser

Charlotte Valeur has more than 35 years of experience in financial markets and is the managing director of GFG Ltd, a governance consultancy company. Effective 3 September 2018, Ms Valeur was appointed Chair of the Institute of Directors. She also currently serves as a non-executive director on the boards of listed and unlisted companies including:

  • Laing O’Rourke

  • NTR Plc

  • JP Morgan Convertible Bond Income Fund

  • Phoenix Spree Deutschland Ltd

Michael Weiss,

Senior Adviser

​Michael has over 29 years’ experience in the aviation banking and aircraft leasing sector and was also a Director of ISTAT, the industry’s trade association, from 2017 - 2021. Highlights include:

  • Investec Bank Plc

  • SMBC Aviation Capital

  • UBS

  • ISTAT 

Jessica,

Analyst

Jessica has four years of experience in politics and the third sector, with a particular focus on content production and journalism, diversity & inclusion and social mobility. Highlights include:

  • Congressional Office of United States Representative Dan Kildee, Washington D.C. 

  • EXCELth, New Orleans

  • The Mancunion, Manchester University SU Newspaper

Charlotte O'Leary,

Senior Adviser

​Charlotte has over 14 years' of professional experience in financial services and has a special focus on impact investments. Charlotte is also a volunteer with Redstart, a charity working to educate children on savings and investments. Highlights:

  • Cambridge Associates

  • Pensions for Purpose

  • Investec Asset Management

  • Jupiter Asset Management

Tamarah,

Analyst

​Tamarah has a decade of experience in corporate and financial services, with a particular focus on fintech and property. Client highlights include:

  • Lawson Connor (now part of IQ-EQ)

  • BMore Consulting (commercial property)

  • SwissBorg (fintech)

Communications

We bring effective public relations campaigns and digital marketing know-how together, in a thoughtful strategy backed by real data.

Reporting

Unlock the power of your data! Easily visualise and monitor performance with our powerful, single-view dashboard, MiData™.

Branding

Tell your complete brand story with a compelling brand strategy and powerful design.

Meet the team

We make financial brands​ more visible and valuable

by helping clients tell stories with impact

61 clients

Served globally over the last decade and a half.

$4.5 trillion

Combined client assets under management, administration or capitalisation.

5 continents

Jurisdictions with live and completed work spans the globe. 

We can build the right profile for you too

Our team have devoted themselves to financial services public relations, marketing and branding, including for asset managers, fund administrators and membership organisations. In that time, we've built, protected and strengthened reputations and brands the world over:

You're in good company

Our team's experience spans both large and small businesses, including some of the best-known brands in financial services and asset management. 

Partnership

Great work happens in partnership – between our clients, our employees and our industry friends. We aim to be a reliable, long term partner for each. 

Integrity

We treat our clients’ business like our own, adhering to best practice and the highest ethical and industry standards. We act with integrity towards each other, our wider community and the world around us.

Impact

We seek to have a positive impact on the world, through the work we do, the clients and suppliers we work with and how we treat those around us. 

Our Values

Financial public relations

Build and protect your media profile, firm's brand and reputation, online and offline in the UK, Europe, United States, Middle East and Asia Pacific.

Global support

Underpinned by research and data

Experts in all matters of financial PR

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Branding & design

We design and create brands from the ground up, or tweak them, in ways that appeal to both internal and external stakeholders.

Complete visual identity creation

Brand tweaks

Financial branding experts

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Marketing

Busy marketing teams can rely on our support and advice for digital or traditional marketing. Build your infrastructure, increase enquiries and help your business grow. 

Digital and traditional channels

Team-extension marketing support

Expert help for financial services

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Content strategy & creation

In a crowded marketplace, articulating your differentiators is overwhelmingly important. Our expert copywriters create material your audiences will engage with in order to meet your PR, marketing or sales objectives.

Articulate your ESG credentials

Topic experts within your asset class

Audience & keyword research

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Managed analytics service

Unleash the power of your data with our managed analytics service. Standardise marketing reporting, pull in your data automatically across your digital properties, instantly visualise the data in a report bespoke to your firm, in your brand colours. 

Report-ready visuals

Automatic feeds in real time

Expert advice

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Crisis communications

Material Impact provides a focused crisis communications service, offering immediate, strategic responses to uphold your reputation. We craft clear messages and equip you with proactive strategies for swift resolution and recovery.

Rapid response

Clear messaging

Proactive recovery planning

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Tell your story with impact

Material Impact has all the services and tools in the integrated public relations, marketing and branding wheelhouse. Each service and product is powerful by itself, but the true potential of your campaigns are unleashed when they all work together.    

Ready for
Material Impact?

Our global network at your disposal

Established in London and Chicago, and supported by trusted partnerships in East Coast USA and Vietnam, we deliver uninterrupted 24/7 assistance for our clients, thanks to our reach across all time zones.

London

Chicago

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