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With more than 13 years experience staging leading events for the wealth management industry, we combine:
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Professional and tested expertise in organising B2B events and road shows in the financial sector
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Market-specific expertise
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Strategic communications skills and financial sector media knowledge
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Extensive database of international financial intermediaries to both the institutional and the HNWI market
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Direct access to a wide range of professional associations and leading figures from the wealth management sector
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Strong ties with the leading following financial centres: London, Geneva, Singapore, New York, Shanghai and Hong Kong
Contrary to large PR firms after the initial stages where far too often you are assigned to a junior PR consultant who is learning your business at your own expense, with Shorex you are dealing directly with one of the partners who are seasoned professionals in financial communications and events and have an in-depth understanding of the industry. We will be your partners through the whole process.
We adopt an outcome-driven approach focused on both strategic and tactical objectives.
We focus on cost effective programmes that lead to:Â Â
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rapid client acquisition
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efficient networking with new potential partners
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getting across investment ideas and USPs
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successful product launches
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measurable awareness increase of the products and services in the relevant press
Our advice is grounded in deep experience running leading events for the wealth management sector and helping hundreds of clients from all over the world with their communications and sales objectives.
Our programmes include:Â
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Organisation of dedicated road shows and seminars
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Communication with the media
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Sales & marketing support
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Interactive media planning
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Database generation
 In wealth management we cover the following sectors:
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Asset management (incl. ETFs, Long-only, Commodities, Emerging Markets, Hedge Funds)
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Private banking
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Investment banking & structured products
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Trusts, fiduciaries and family offices
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International tax and estate planning
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Property investments
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Alternative investments
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Socially responsible investments
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Investor relations
We believe that a successful PR strategy must support your business growth by increasing the interaction with your core audience, while helping you build your corporate reputation. For an informal chat about your goals and requirements, please contact Philippe Gelin in London on +442074828118 or email
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