Turn your investment team's expertise into thought leadership your clients actually want to read.
Your investment managers, economists and specialists already have the insight. We use the Expert Insight Method™ to capture it through structured interviews and transform it into market commentary, thought leadership, client communications and website content.
We’re proud to have worked with some of the world’s best-known names in wealth management and broader financial services, including:


No matter the size, each of our clients is allocated a senior-level wealth management writer, with a minimum of 15 years’ experience. You’ll work one-to-one with them, in a truly collaborative partnership that will ensure a positive project outcome and a long-term relationship you can rely on.
The challenge isn't writing. It's accessing expertise.
Every wealth management firm has investment expertise. Very few have a repeatable way of turning that expertise into high-quality content.
Investment professionals are busy managing portfolios, meeting clients and analysing markets. Marketing teams are under pressure to produce market commentary, insight articles, client communications and thought leadership.
The result is often a content programme that’s driven by deadlines rather than genuine insight. That’s exactly the problem the Expert Insight Method™ solves.
Expert Insight Method™
1. Understand the objective, planning the topic
Every project starts with a conversation. We work closely with marketing to discuss your goals, audience and potential topics. Who are you trying to reach? What do they need to understand? What business outcome are you trying to achieve? Once a topic is defined, we understand the objectives for marketing and develop specific interview questions for the subject matter expert.
2. Structured interview
Our experienced financial services writers interview your subject matter experts, asking the questions that uncover practical experience, original thinking and commercial insight. Most interviews last around 30 minutes (or more for longer pieces). Your specialists don't need to prepare a draft. They simply need to talk about what they know.
3. Writing and refinement
Using those interviews, research and other material you've provided, we create content that's clear, authoritative and written in your tone of voice. Every piece is written by an experienced financial services writer who understands the importance of accuracy, clarity and compliance. You'll have the opportunity to review the draft, suggest changes and involve any internal stakeholders. Three rounds of amends are included.
4. Compliance review
We deliver compliance-ready copy that your compliance team will find straightforward to review, to accelerate sign-off.
5. You publish insightful, powerful marketing content
You'll receive unique, compelling content that can be repurposed as multiple assets across various channels.
What our clients think
“Working with Alex Genn Copywriting surpassed all expectations. The process was seamless, the writing exceptional, and the service delivered everything promised.”

Rathbones Investment Management
Louise Willows, Senior Marketing Manager,
“The writers are knowledgeable, professional and expert in their work. The articles are well researched, interesting and intelligent. Content is produced and delivered on time, and I have no hesitation in recommending them.”

Moody’s Analytics
Lexi Fox-Mills, Senior Content Manager
“The content has helped us achieve better engagement and conversions than ever before. The team’s creativity and attention to detail in capturing our brand’s voice and message is truly remarkable.”

American Express
Sneh Patel, Head of Merchant Membership
“The content they’ve produced has played a critical role in helping us execute our content strategy. They demonstrated a quick and intuitive understanding of our brand, tone of voice, and audience, and have truly become a seamless extension of our team.”

Lumon
Avril Rivard, Senior Marketing Content Manager
Can an external writer really understand our business?
Each of our writers has at least 15 years’ experience in financial content. We bring a wealth of knowledge and a strong commitment to quickly developing a deep understanding of every business we work with. Find out more.
"Wouldn’t it be quicker and cheaper to use AI?"
AI can produce a draft quickly. But that’s only one part of the internal production process. See what a publishable article may really be costing your team. Compare the costs
Experience you can trust
At Alex Genn Copywriting, interviewing subject matter experts isn’t something we occasionally do. It’s the foundation of how we work.
We have 25 senior-level writers, a mix of ex-financial journalists and creatives with brand and agency experience. Each has at least 15 years’ experience.
Working in true partnership with our clients enables a collaborative relationship, resulting in the creation of content that engages your customers and enhances your brand.
From blogs/articles, thought-leadership marketing and site content to case studies, annual reports and white papers, we deliver uniquely compelling financial sector copywriting.
Will outsourcing actually save your marketing team time?
We know outsourcing is a big commitment – and a risk. You need to be sure it’s the best choice. We’ve broken down how we work, so you can see if we’re right for you.
Start with an Expert Insight Pilot
We understand that trusting a new partner is a leap of faith. And we don’t want you to commit to working with us without being sure it’s right for you. That’s why most of our clients begin with an Expert Insight Pilot.
We don’t ask your subject matter experts to become writers. We ask them to have conversations.
An Expert Insight Pilot transforms the unique expertise that your business is built on into credible, powerful marketing content. With no commitment. One flat fee. No risk. This is a practical way to test clarity and quality, align on messaging and move quickly without long commitments. It’s also a great way to get internal buy-in and get a feel for how we collaborate.
We’ll interview one of your investment specialists and produce a finished piece of thought leadership, ready for your marketing team to publish. All within 5–10 days, for just £600+VAT.
Wealth management copywriting FAQs
Will the content be any better than what we already produce?
That depends on what’s missing from the current process. If your team already has the time, subject access and specialist editorial capability to produce strong content consistently, external support may not improve it.
Our value is greatest when good internal knowledge is not making it into the finished work. We interview the people who hold that knowledge, identify the strongest argument and develop it into content with a clear purpose. The result should contain real experience, useful examples and a recognisable point of view, rather than information that could have been assembled from the same public sources as every competitor.
The £600 Pilot gives you a practical way to compare the finished article with your existing output before making a larger commitment.
Will the article sound like us, or like a ghostwriter?
The article begins with your organisation’s expertise, not with a generic content template. We use the expert interview to understand the language, experience, opinions and examples that make the perspective genuinely yours.
The writer then shapes that material for the intended reader and develops it in your organisation’s tone of voice. Your expert and marketing team review the draft for accuracy, nuance and brand fit, with three rounds of amendments included in the Pilot.
We do not manufacture a point of view on your expert’s behalf. We help them express the point of view they already have without asking them to become a writer.
What if our subject-matter expert isn’t good at interviews?
They don’t need to be. Our writers prepare the questions, guide the discussion and ask follow-ups when an answer needs an example, explanation or evidence.
Experts often assume too much knowledge, use technical shorthand or overlook what is most interesting about their own experience. A senior interviewer recognises where to slow down, probe further or approach the subject from another direction. Even a cautious or concise expert can provide valuable material when the conversation is properly prepared and managed.
Your expert’s job is simply to share what they know. It’s our job to find the useful material and turn it into content.
Will the article pass Compliance?
Your organisation retains responsibility for formal Legal and Compliance approval, so no external writer should promise that a piece will automatically pass review.
What we can do is write with regulatory scrutiny in mind from the beginning. Our financial-services writers understand the need to avoid unsupported claims, careless certainty, ambiguous language and oversimplification. We also respond to stakeholder feedback and include three rounds of amendments in the Pilot.
The objective is not to bypass Compliance. It is to give reviewers a clear, carefully developed draft and reduce avoidable friction during the approval process.
We already have a content team or agency. Why would we need you?
You may not need to replace either. We often create the most value as an extension of an existing team, providing specialist capacity for work that is difficult to deliver internally.
That might mean interviewing senior experts, handling technically complex subjects, supporting a peak in workload or building a more dependable thought-leadership pipeline. Your internal team retains control of strategy, campaigns, brand and approval. We take responsibility for turning the expertise into finished content.
The service is intended to strengthen a capable team, not imply that its existing people or suppliers are inadequate.
How will we know whether the content is producing a return?
A single article cannot honestly guarantee leads or revenue. Its value depends on the audience, subject, distribution and role it plays in the wider marketing programme.
Before developing the piece, we establish who it is for, what that audience should understand and what purpose the content needs to serve. Depending on the brief, that may include supporting a campaign, demonstrating authority, helping sales conversations, educating intermediaries or creating material that can be reused across several channels.
The most useful measures are therefore agreed around the purpose of the asset, such as engagement, qualified traffic, campaign response, sales usage or contribution to a wider content programme.
Why use Alex Genn Copywriting rather than a freelancer or general agency?
We combine direct access to a senior writer with the range and capacity of a wider specialist team. Alex Genn Copywriting has 25 senior-level writers, each with at least 15 years’ experience, and we match the writer to the subject and asset required.
Unlike a general agency, financial services is not an unfamiliar account that must be learned from the beginning. Unlike relying on one individual, you have access to a broader range of specialists and more dependable capacity. Alex remains involved and oversees every project.
There are no junior writers learning on your brief and no unnecessary account-management layers between you and the person doing the work.
Is £600 plus VAT really the full price for the Pilot?
Yes. The £600 plus VAT Pilot covers one complete article of up to 1,000 words. It includes the subject-matter expert interview, angle development, supporting research, writing and three rounds of amendments.
The Pilot is not a sample paragraph or a reduced-quality trial. It is intended to show you the actual process and standard of work before you consider a longer relationship. There is no contract and no obligation to commission anything else.
Longer or substantially different assets, such as white papers and research-led reports, require a separate quotation. We will agree any change in scope before beginning the work.
What happens after the Pilot article?
That is entirely your decision. You can stop after the Pilot and retain a complete, usable article with no further commitment.
If the process works well, we can provide occasional support, develop a regular thought-leadership programme or use further expert interviews to create a consistent pipeline of articles and related marketing assets. The relationship can be shaped around your team’s capacity and priorities rather than forcing you into a fixed package.
The Pilot is designed to answer the most important question first: can we understand your organisation and produce work that is genuinely useful?
How do you handle confidential information and the use of AI?
We treat client information, interview material and unpublished drafts as confidential and use them only for the agreed work. We can also work under an appropriate confidentiality agreement where required.
Because policies and technical arrangements can differ by project, we agree in advance what information may be shared, whether interviews will be recorded and what restrictions apply to the use of AI tools. Sensitive or regulated information should never be placed into an external system without the appropriate permission and safeguards.
What is wealth management copywriting?
Wealth management copywriting involves crafting clear, confident, and client-focused content for financial advisers, investment managers, and private banks. It balances technical accuracy with warmth and trust.
What types of content do you write for wealth managers?
We write websites, brochures, client letters, investment updates, white papers, and more, all tailored to your audience and brand voice.
Can you help us define or refine our tone of voice?
Absolutely. We can help you articulate a tone that reflects your firm’s personality and values, then apply it consistently across all your communications.
Do you work with boutique firms as well as large institutions?
Yes. We’ve worked with global financial brands and smaller, high-touch advisory firms. Our approach is always tailored to your size, structure, and audience.
How do you ensure the copy feels personal and human?
We take time to understand your firm, your clients, and your values. Then we write in a way that’s clear, warm, and aligned with how you speak, not just how you write.

