Client: Fountainhead Partners, featured in the CUHK MiM Capstone 2022-2023, a multi-family office managing wealth for ultra-high-net-worth families in Asia.
Goals:
Strengthen brand recognition and client engagement, especially with younger, tech-savvy clients.
Expand operations in Singapore while maintaining core values.
Digitize operations to enhance efficiency and client experience.
Challenges:
Building brand identity while staying low-profile.
Engaging younger clients with modern communication methods.
Balancing technology adoption with the human touch.
Solutions:
Proposed branding emphasizing professionalism and client-first values.
Suggested digital engagement strategies for younger clients.
Recommended hybrid operational models and digital transformation ideas.
Outcome:
Delivered strategies to support growth, scalability, and client satisfaction, positioning Fountainhead as an industry leader.
