Bridging your wealth to the life you always imagined

Waterfield Advisors

Waterfield Advisors

Industry
Finance

Scope
Brand Positioning
Brand Strategy
Brand Identity
Art Direction
Digital Product

Manifesting Waterfield’s vision to ‘build wealth beyond numbers’ into reality by building a unified brand focused on enabling clients to create lasting legacies.

A client-centric advisory firm

Waterfield is India’s leading Multi-Family Office & Boutique Advisory Firm partnered with Leaf Design to transform and scale up their brand by realigning their vision and building credibility in order to attract the right customers.

With the understanding and insights gained we began crafting a brand new strategy reflecting Waterfield's vision of ‘wealth beyond numbers’ and values of cultivating deep and cultured relationships as the key to long-term success.

Enabling the ambition, furthering the systems

We created the guidelines for a new visual identity and tone of voice that reinforces Waterfield’s unique position within the busy financial industry.

With the new branding in place, we redesigned Waterfield’s digital face to communicate its evolution and strengthen its role as a leader in its space. The aim was to showcase its services with clarity and translation of values into powerful actions and interactions, that lead to financial growth for its clients.


Understanding the Audience & Brand positioning

Mapping a transformative experience

Waterfield needed a conscientious positioning to help clients understand its offerings, build trust and truly make them feel empowered with clarity and accessibility when it comes to their finances. An extensive understanding of target audience, their needs, market overview, Waterfield’s focus and the company profile was conducted to help define the new values and positioning in the market.

For a select group of entrepreneurs, families and private individuals, looking for advisory just beyond finance, Waterfield plays a multi-generational family advisor with a comprehensive outlook and efficient management of their assets and financial affairs.

The brand and its audience
Waterfield Digital

Crafting a new brand identity

Bridging your purpose, close to reality

Waterfield is the bridge between your vision for your legacy and your present truth. Tall and firm, the bridge offers a solid foundation for enduring relationships to rise upon. A gateway to the future, the bridge leads to newer opportunities and unprecedented success for generations to come. Strong, steadfast and unshakable - today as well as tomorrow, the bridge is where your fortune meets your future.

Waterfield is where we help you create wealth, aligned with your values, vision and purpose.

Waterfield Digital
Waterfield Digital
Waterfield Digital

The colours are harmonious such that its consistent use will help reinforce the cohesiveness of the brand.

Waterfield Digital
Waterfield Digital
Aligning the brand with its people

Extending the core
concept to build
visual identity

Aligning the brand with its people

Aligning wealth to purpose through values

The journey had to start within, driving Waterfield’s own people towards the renewed culture and values. Assistance was provided in all brand engagement activities including internal and stakeholder presentations. We aided them with tools that guided communication and internalisation of the brand. The distinct colour palette conveyed a positive and upscale feel, while the visual imagery and geometrical graphic language elevated brand perception and experience.

Waterfield Digital
Waterfield Digital
Waterfield Digital

Developing a digital presence for the brand

Translating values into interactions

The new brand identity became a driving force for change. It facilitated the brand’s internal cultural journey. Waterfield’s digital face was redesigned to communicate its evolution and strengthen its role as a leader in its space whilst communicating clearly about its services and translating its values into powerful actions and interactions with the world.

Catering to Ultra-HNIs & families, the website should bring a rich immersive experience, that audience can relate to both visually and verbally. We aimed to build a sense of trust & hospitality to help the audience make an organic connection with the people of Waterfield, while showcasing the world of Waterfield with an industry authoritative value to gain credibility & inspire others.

Waterfield Digital
Waterfield Digital

Establishing Credibility

A dedicated section that showcases the brand story and the value it provides to help the target audience resonate with the brand, build trust & gain brand loyalty by establishing Waterfield’s expertise, industry involvement and impact as a leader in the financial industry. At the same time showcase the people & culture to inspire and attract new talents.

Dashboard
Dashboard
Dashboard

A curated section that highlights the brand values and story transparently, to resonate with the audience and establish brand loyalty.

The vault

For providing educative insights, building a knowledge hub with Waterfield’s vault of industry insight content in the form of articles, podcasts, videos, white papers, etc. It can be a mix of open-access & premium content for its clients and subscribers. This section creates awareness of the brand’s expertise and achievements in today’s time.

Dashboard
Dashboard
Dashboard

Bespoke Services

Thoughtfully articulated content highlighting the processes, methodologies, offerings & activities that are understandable & accessible for the clients. The navigation system is curated to educate the user on the variety of expertise offered by Waterfield, in a bespoke manner.

Dashboard
Dashboard
Dashboard

Showcasing ways for the user to explore the services as well as the processes behind them to express utmost clarity.

Brand Manual

Dashboard