Bridging your wealth to the life you always imagined

  • Finance
  • Brand Narrative
  • Strategy & Positioning
  • Brand Identity
  • Brand Communication
  • Brand Extension
  • Digital Engagement and Application

Founded in 2011, Waterfield is India’s leading Multi-Family Office & Boutique Advisory Firm. For a select group of entrepreneurs, families and private individuals, Waterfield plays a multi-generational family advisor with a comprehensive outlook and efficient management of their assets and financial affairs. The firm is focussed on enabling their clients to create lasting legacies and ensure strong governance standards.

Waterfield approached us to help them scale up by realigning their vision and build credibility in order to attract the right customers. They aspired to own the blue ocean of MFO by making it the new standard approach for family-run businesses.

Challenge

Manifesting Waterfield's vision for their clients to: ‘build wealth beyond numbers’ through their unique services; based on mutual trust, transparency and a ‘no conflict of interest’ approach

Approach

All our efforts prioritised on cultivating deep and cultured relationships as the key to long term success; through a streamlined visual language that stood the test of time

Waterfield
Waterfield
Waterfield

Bridging your purpose, close to reality

Serving as a central bridge between your vision for your legacy and your present truth is Waterfield. 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
Waterfield

Clarifying complex content

With an aim to create engaged learning for users at all levels of financial awareness, we designed a series of vivid yet focused, animated data visualisations and infographics. To enhance these graphic elements, we curated the site’s photography to infuse immersive and emotive moments.

Waterfield
Waterfield

Enabling the ambition, furthering the systems

We wholly supported Waterfield’s rebranding endeavour, strategically as well as visually. The journey had to start within, driving Waterfield’s own people towards the renewed culture and values. We assisted them in all brand engagement activities including presentations to their internal team as well as the stakeholders. We aided them with tools that guided communication and internalisation of the brand.

We built a brand box that, visually and verbally articulated the brand platform, and could be adapted across all touch points. The unique combination of colours lent an optimistic as well as upmarket feel; while the visual imagery and geometrical graphic language elevated the brand perception and experience.

Waterfield
Waterfield

Aligning wealth to purpose through values

Following up on the findings from our research, a new brand platform emerged where one of the key driving elements became the new mission: “Insights with integrity”. A mission that was built from the insight that Waterfield’s clients benefit from treating their customers respectfully and fairly.

Founded on this mutual trust, the new brand purpose was defined as “Bridging your wealth, to your purpose” - an impetus driven by the belief that our clients’ interest and aspirations are our own. Resulting in co-ownership of all actions and decisions at the heart of all our services.

Waterfield
Waterfield
Waterfield

Amplifying new identity

The new brand identity became a driving force for change. It facilitated the brand’s internal cultural journey and translated into powerful actions and interactions with the world. Waterfield branched out confidently and successfully across India with a grand event in the presence of Ex RBI Governor, Mr. Raghuram Rajan, amongst many esteemed guests from the finance industry.

Waterfield
Waterfield