Isobel wins online investment service Wealthify

Online investment service Wealthify has chosen Isobel to handle its first campaign in the UK. Isobel pitched against Creature, St Luke’s and George & Dragon.

At a time when traditional fund managers are once again under attack for their high fees, Wealthify customers sign up online and receive a tailored investment plan. Customers can check their plan on a phone or tablet and withdraw or deposit funds around the clock.

Wealthify CMO Sally Allan says: “Isobel’s pitch left us in no doubt that from the outset they implicitly understood our brief and our core brand proposition for helping people to make their money work harder. We loved their pitch, which left us feeling excited and highly motivated to work with a team with such creativity and clarity of vision. We can’t wait to get started and work together to build Wealthify into household name in financial services and make investing the new norm for UK savers.”

Isobel CEO Paul Houlding says: “The financial services market has undergone a massive shift over the past few years and there is undoubtedly more to come. We’re really looking forward to working with Wealthify to help them continue to shake things up and help people make more of their money.”

The first campaign for Wealthify will span TV, radio, cinema and digital.

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