◆ 360 growth · Wealth management · IFAs, family offices, private banks
Digital and marketing agency
for wealth management.
IFAs, family offices, private banks: qualified meetings, content reviewed by your compliance team, and an image that lives up to the trust placed in you.
LinkedIn
Google
Google Maps
Webinars
HubSpot
Analytics
Démonstration · Ostrane, cabinet fictif
Trust is built
before the first meeting.
A business owner preparing a sale reads, compares and asks around before calling. We work on that path, from the first article to the qualified meeting.
Some of your clients invest in property: see our page luxury real estate.
MeetingsNew resident · Monaco · videoReviewed
Every piece goes through your compliance team before publication: no promise of returns, up-to-date disclosures.
Qualified
Situation, estimated wealth, priority: your partners know who they are meeting before the meeting.
Readable
Complex subjects explained simply: that is what Google, AI and your future clients remember.
From scoping
to the first meetings.
Four stages, one point of contact, the agency's four disciplines.
An AI answer-
01 — Strategy
Clienteles and topics
Who consults you, at what point in their life: we choose the topics, the channels and what a qualified meeting can cost.
-
02 — Image
A firm worthy of trust
Art direction, portraits, LinkedIn templates and guides: understated, precise, recognisable.
-
03 — Website
From content to meeting
Downloadable guides, qualified meeting booking, regulatory disclosures in their place.
-
04 — Visibility
Google, LinkedIn and AI
In-depth articles, pages per situation, Google Business Profile, then GEO to be cited by AI.
Meetings
that come prepared.
Six deliverables, tailored to your firm and the tools you already use.
-
Pages per situation
Business owners, families, new residents: one page per situation, with its questions and its meeting.
-
Qualified meeting
Situation, estimated wealth, priority and location: your partners prepare the conversation before meeting the client.
-
Review workflow
Every piece goes through your compliance team before it goes out: you remain the sole judge of your obligations (AMF, CIF, ORIAS).
-
Articles and guides
In-depth content we write with you, and that you publish yourself.
-
Your tools, connected
Every meeting lands in your CRM with its source and qualification.
-
Several languages
For an international clientele between Paris and Monaco: one page per language, declared to search engines.
◆ First call on us
Your firm,
consulted with confidence.
45 minutes by video, no commitment. We look at your clienteles, your content and the path to the meeting.
- One point of contact, from strategy to launch
- Qualified meetings, measured channel by channel
- The website, accounts and data in your name
The Thomax Studio teamMonaco · Paris
Before we start,
your questions.
The six we are asked most often, from Paris to Monaco.
Can you market a regulated firm?
Yes, on one condition: every piece is reviewed and approved by you before publication. You remain the sole judge of your obligations (AMF, CIF status, ORIAS registration, legal notices); we write with no promise of returns and no personalised advice.
Does the content promise performance or returns?
No. We talk about method, situations and the questions to ask, never about returns. It is safer for you, and it is what earns the trust of a business owner or a family.
How do we get meetings rather than mere contacts?
With meeting booking that qualifies: situation, estimated wealth, priority, location. Your partners know who they are meeting, and you measure the cost of a qualified meeting, channel by channel.
Is LinkedIn the right channel for an IFA or a family office?
Often, for business owners. We combine it with SEO (in-depth articles, pages per situation), a well-kept Google Business Profile and, depending on your clientele, webinars. We keep the channels that produce meetings.
Do you work with family offices and private banks?
Yes. Wealth management advisory firms, multi-family offices, family offices and private banks, in Paris as in Monaco. Discretion is the rule: nothing is published without your approval.
How long until the site is ready?
A complete first version is delivered in 14 days, then refined with you and your compliance team until launch. The exact schedule is set at scoping.