
GREI WEALTH MANAGEMENT
Grei Wealth Management is an online funds management tool aimed at a range of investors from millenials to ultra-high net worth individuals. We were approached by Grei Holdings to create an identity for their new online investment advisory platform, that would appeal to both the Chinese and Australian markets.
Our challenge was to create an identity that would speak to a target market of young, tech-savvy investors, without alienating their stable of UHNW investors. We developed a logo brimming with personality — the robo-advisor icon. A breakdown of the logo graphic elements enabled a broad range of key message executions. We also created simplified infographics to communicate Grei’s wealth-building process with the new customer in mind.
To launch its revolutionary new advisory platform, Grei engaged the Ludbrook Agency to create a brand with “western” global authority and Asian appeal. Our joint experience both in the Asian market and in financial advisory was ideally suited to deliver a brand identity with results.
Goal-based financial planning is a new concept in wealth management for the Chinese market. Grei combines wealth education resources, wealth management tools and recommended solution providers, to give users a holistic, end-to-end pathway for financial success.
Humanising online wealth management. Our design challenge was to create an identity that communicates industry authority to UHNW investors, and a friendly approachability to young investors. We developed an iconic logo brimming with personality, incorporating the “robo-advisor” icon, the “cup full of smiles” icon and proliferating a graphic library with full scope for ongoing campaigns. Schematics were developed for the Grei website to decode the wealth journey, while the Grei App was crafted to deliver a humanised user experience, maximising consumer engagement.
Remarkable market uptake — stunning results. The Grei app now proudly boasts an engagement of 300,000 subscribers, throughout China and Chinese-speaking Australian markets.
“It has been amazing to work with you both, easy to understand each other at every stage. You worked with high efficiency and quality outcome, always innovative with great ideas. We are very satisfied with our GREI logo and we are confident to show it with our market both in China and Australia.”
— PHILIP PENG, CEO
Scope
Brand positioning
Brand identity
Brand guidelines
Website design
App user interface
Workshop facilitation
Brand rollout digital + print
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