Services
Digital services for wealth managers and family offices
Four focused services for firms where trust, privacy and precision come first. Each can stand alone or work together as one considered digital presence.
Websites for wealth managers
Calm, precise websites with clear team bios, investment philosophy, services and insights, built static and secure, with English, German and French available.
- Clear, considered team bios
- Investment philosophy explained plainly
- Static, secure by design
- English, German and French
Digital presence care
Your website, looked after: hosting, security monitoring, updates and content changes handled for you, with a short monthly report and one team to call.
- Hosting and security monitoring
- Content changes handled for you
- A short monthly report
- One team, one monthly fee
Analytics & reporting
Consent-based GA4 or privacy-first EU and Swiss analytics, plus automated Looker Studio dashboards delivered by email, with the numbers that matter consolidated.
- Consent Mode v2 for GA4
- EU and Swiss alternatives
- nFADP, UK and EU GDPR
- Automated Looker Studio dashboards
Discreet SEO
Quiet, considered visibility for the searches that matter, from search engines to AI assistants and Google Business Profile, without pushy marketing.
- SEO for the right searches
- AI SEO for assistants
- Google Business Profile
- Understated, never pushy
Contact
Start a conversation
Tell us a little about your firm and what you have in mind. We will reply personally, and everything you share with us stays confidential.
Everything you share with us is treated as confidential, and we are happy to sign a non-disclosure agreement before any detailed discussion.