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INSTITUTIONAL ASSET MANAGEMENT

Institutional Asset Management PR agency with over 25 years of experience in the industry

We achieve high value results throughout the world’s key money and media markets across asset classes, traditional, and alternative. Contact us

  • Marketing & Branding

    We know that competition in asset management is fierce, and innovation is fast paced. This is why we empower our clients to achieve competitive differentiation and brand recognition across markets. From website design to development of marketing collateral including video, podcasts, reports, and white papers, we enable our clients to create a strong brand identity and effectively assert their leadership in the industry.

  • Media Relations

    We convert our clients’ ideas and analysis into compelling narratives which we amplify through the media ecosystem to achieve competitive differentiation. Our team of media specialists use their deep understanding of the financial services and asset management sectors to position clients at the forefront of industry conversations, helping them advance their business objectives.

  • Thought Leadership

    We develop engaging thought leadership strategies and programs that showcase our clients’ expertise on key issues and trends impacting markets, investors, and the institutional asset management sector. We take a multi-channel approach, engaging traditional and new media, social media, and strategically use speaking opportunities to reach your target audience.

Our “One Firm” Global Model

Through our wholly-owned offices in New York, London, and Hong Kong, we provide integrated, flexible and efficient cross-border PR strategies and tactical programs that reach into 25 different markets.

Our Outcomes

Corporate Brand Building

We build tailored PR strategies that effectively communicate our clients’ corporate strategies, critical initiatives and milestones. Whether it’s announcing key executive appointments, new market expansions, new products and solutions, or an M&A event, we successfully position our clients to elevate brand awareness and increase their share of voice in the media.

Market Expansions

We work with clients seeking to expand in multiple money and media markets across North America, EMEA, APAC, and LATAM. Through our specialist media relations and thought leadership services and solutions, we enable them to achieve competitive differentiation, build credibility, and capture profitable market share.

Value for Investors

We develop strategic communication programs that help convey how our clients’ unique expertise and insights can achieve investors’ objectives. We spotlight the value of our clients’ strategies, research, and analysis to maximize visibility and generate trust and confidence among investors, their advisors, and other key stakeholders.

New Products and Services

We have experience supporting new products, service and solutions launches across global markets. By leveraging integrated communications campaigns, we ensure that a product launch is not just an event, but a strategic initiative that builds upon a strong foundation and signals continuous innovation.

Special Situations

Montieth & Company is a globally recognized leader advising clients on the most pressing issues that dominate institutional asset management. This is coupled with our leading expertise in crisis management and litigation PR. Our track record advising on matters surrounding securities laws is extensive and multi-jurisdictional.

Institutional Asset Management PR Case Studies

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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

  • Institutional asset managers compete on more than performance alone – reputation, clarity, and leadership visibility are critical. Montieth & Company helps institutional asset managers articulate their investment philosophy, differentiate their strategy, and build credibility with allocators, consultants, and the media. With nearly 20 years of experience in financial communications, we understand how institutional audiences evaluate asset managers.

    Our CEO’s background as a former financial journalist shapes our media-first approach, ensuring messages that resonate with influential reporters. We provide senior-level counsel across media relations, thought leadership, investor communications, and crisis support.

    As a global communications agency, we help asset managers maintain consistent visibility across regions and market cycles, supporting long-term reputation building and business growth.

  • Montieth & Company works with institutional asset managers across a broad range of strategies and AUM sizes. Our current and former clients include active equity and fixed income managers, as well as alternative investment companies focused on private equity, private credit, real estate and infrastructure. We partner with both emerging managers building market presence and established enterprise organizations reinforcing leadership positions.

    Our work focuses on elevating investment philosophy, highlighting differentiated processes, and positioning senior investment professionals as trusted market voices. We collaborate closely with marketing/client relations and investment teams, investor relations, and leadership to ensure messaging is accurate, compliant, and aligned with business objectives.

    With long-standing client relationships and coverage in top-tier global financial media, we provide asset managers with strategic PR support designed for long-term impact.

  • At Montieth & Company, we recognize that AI is reshaping communications, and we actively integrate it into our work to enhance insight, efficiency, and impact. Using our proprietary AI-powered solutions, we perform predictive analysis of 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.