Wealth management copywriting
Wealth management copywriting is not to be undertaken lightly. You are in the business of creating a personal, tailored approach for your clients. Your guidance governs their most valuable assets and has the largest possible consequences, not just for their future but for their family too. As such, wealth management is a uniquely personal discipline; the stakes couldn't be much higher.
Eloquence and effectiveness - a balance to strike
As with all things, wealth management copywriting is a balancing act. Your communications must be friendly, approachable and reassuring. At the same time, you must carry the weight and gravitas of a trusted financial brand. Your communications must eloquently and effectively express your values and uniqueness as a partner. Clients reading your content should be assured of your expertise and unique approach. They must feel you have their best interests at heart. At the same time, they must trust that you will guide them successfully to an abundant financial future.
A true partner, with shared goals
So, the wealth management writer in whom you choose to put your trust plays a crucial role. They must get to know your brand, your ethos and style of working intricately. They need to understand your audiences, deeply. They must be as much a partner to you, as you are to your clients, with a shared vision for the long term. We understand this, so when we assign your writer, they'll stay with you for every project we work on together and for as long as you need them.
At Alex Genn Copywriting we've been helping wealth management businesses large and small communicate their values and unique propositions for over 20 years. Our 25 writers are all senior level, with at least 15 years' experience in financial services. That means they know the right questions to ask of a brief, while their creativity and writing craft are second to none. Beyond all that, they have been chosen because they are easy to work with, taking your feedback as an important building block and a vital part of the collaborative process.
Whether you need a new website, brochure, ongoing blogs or thought-leadership content, we offer world-class wealth management copywriting, to mark you out as a leader in your field. Our writers are also expert interviewers, well versed in turning the unique knowledge and insight that you have in house, into high-authority content that stands out from the crowd.
Talk to us today about making your copy work harder for your brand
Wealth management copywriting FAQs
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.
Why is tone of voice important in wealth management?
Clients want to feel reassured, respected, and understood. The right tone builds trust, reflects your values, and helps you stand out in a competitive, relationship-driven market.
Do you understand compliance and regulatory language?
Yes. We’re experienced in working with compliance teams and understand the importance of clarity, accuracy, and FCA-aligned language, without sounding robotic or cold.
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.