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Corporate & Financial Communications

Expert Corporate & Financial Communications Solutions

Service Details

  • Critical Events

    Expert in advising on CEO and C-Suite transitions, key transformational initiatives, and Board level issues.

  • Mergers & Acquisitions

    Full solution set for communicating mergers and acquisitions, IPOs, and strategic sales/liquidity events for both public and private companies, emerging and enterprise, across global markets.

  • Investor Relations

    Advising on communications with investors and buy and sell-side analysts, quarterly and annual earnings calls, annual reports, and sustainability reporting.

Our Services

    Key hires and leadership transitions

    New market penetration

    Business partner announcements

    Rebranding

    Roadshows and investor conferences

    Capital raises

    IPOs

    Quarterly & annual reporting and analyst relations

    Mergers & Acquisitions

    Regulatory disclosures

    Integrated with our regulatory, law enforcement, and public affairs services and solutions

    Capabilities that extend across global money and media center markets

Our Results

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Find out how our integrated, flexible, and budget efficient cross-border services can support you in multiple global markets.

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Frequently Asked Questions

  • Financial services companies need a PR partner that understands regulation, markets, and reputation management at a global level. Montieth & Company is a global public relations and communications agency with nearly 20 years of experience supporting financial services companies through complex, high-stakes communications challenges. We specialize in strategic media relations and thought leadership, helping these companies raise visibility while maintaining credibility and compliance.

    Our team has deep experience supporting wealth managers, hedge funds, private equity and private credit organizations, and insurance companies across major money markets around the world. With offices in New York, London, and Hong Kong, we deliver integrated, flexible, and efficient communications strategies that align with business objectives – whether that’s growing market share, strengthening investor confidence, managing crises, or navigating periods of market volatility.

    Our senior-led approach and strong relationships with top-tier financial media help financial companies protect and enhance their reputation while achieving measurable results.

  • Montieth & Company works with a wide range of financial services clients across global and regional markets. Our core focus includes wealth management firms, hedge funds, private equity and private credit managers, and insurance companies. We support organizations of all sizes, from emerging firms building market credibility to established institutions managing complex communications needs.

    Our experience in regulated environments enables us to advise on media relations, thought leadership, investor communications, crisis management, and litigation PR. With a flexible, integrated business model, we tailor strategies to each client’s specific needs and objectives, audience focus, and growth stage. Many of our client relationships have extended over the long term, reflecting our role as a strategic partner.

    Through coordinated campaigns across major financial money and media markets, we help financial services firms communicate clearly, consistently, and effectively.

  • At Montieth & Company, we recognize that AI is reshaping communications, and we actively integrate it into our work to enhance insights, efficiency, and impact and to optimize the influence our strategies achieve with target audiences and stakeholders. Using our proprietary AI-powered solutions, we perform predictive analysis of audience and stakeholder opinion and sentiment and have partnered with best-in-class technologists to use AI to evaluate and optimize the impact of earned, owned, paid and contributed (social) media.

    However, effective PR still requires what AI cannot replicate – human judgment, empathy, creativity, and cultural understanding. Our experienced team brings the qualities to shape nuanced messaging, build authentic relationships, and deliver strategies that resonate across global and local audiences.