UBS A NEW ERA OF WEALTH MANAGEMENT
For generations, multicultural investors (MCI) have navigated financial exclusion in America from systemic barriers and discrimination to lack of access to financial institutions.
Through the UBS Multicultural Investors Client Segment, UBS is championing the next era of wealth management. They are meeting MCI needs through unparalleled access to people, ideas and investment solutions.
Think True supported UBS with a research effort that surveyed more than 2,400 Black, Asian American and Hispanic investors with at least $1 million in investable assets. We wanted to understand the wealth-building experiences of high-net worth investors, how they want to use their wealth, and what they expect from the financial institutions they choose to work with.
Insights supported the overall strategic approach for the Multi-cultural segment launch. Once the strategy was established Think True designed marketing materials including the MCI Report, Style guide, website graphics and social media assets.
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