THE UPLAND GROUP - SNOWDEN LANE PARTNERS

Financial Services - Presentation

SP STUDIOS designed and produced a 20+ slide presentation deck for wealth advisory The Upland Group at Snowden Lane Partners, highlighting their Wealth Management and Investment Solutions services. SP Studios worked with the Upland Group’s senior executives, presented and incorporated feedback, and designed, produced and delivered the final deck on time and on budget.

PROJECT: 
FINANCIAL SERVICES PRESENTATION DESIGN


CLIENT: 
THE UPLAND GROUP - SNOWDEN LANE PARTNERS

SP Studios was hired to design, edit, and produce a financial services presentation deck for Snowden Lane Partners’ The Upland Group, highlighting their Wealth Management and Investment Solutions. The presentation was designed to introduce potential clients to Snowden Lane Partners ($13B AUM) and their wealth management platform and extensive capabilities in: equity research,  fiduciary retirement, portfolio construction, custody and trading, reporting, and their large network of professional services. The presentation also features The Upland Group – highly successful advisors with decades of experience formulating personalized, customized wealth management solutions for high net-worth clients.

SP STUDIOS PROVIDED:

  • Branding and Identity

  • Consultancy

  • Creative Concept

  • Digital Imaging

  • Graphic Design

  • Illustration

  • Information Graphics

  • Logo Design

  • Slide Deck (PowerPoint) Design

  • Project Management

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