Institutional-grade client dashboard and public brand relaunch for a private wealth advisory group.
DISCIPLINE
DISCIPLINE
Digital Products
Digital Products
CLIENT
CLIENT
Halden & Voss Partners 2024
Halden & Voss Partners 2024
TIMELINE
TIMELINE
10 Weeks
10 Weeks
LOCATION
LOCATION
Zurich, Switzerland
Zurich, Switzerland
[ VERIFIED BUSINESS & TECHNICAL IMPACT ]
+41%
Client Portal
Adoption In first quarter
-52%
Support Tickets
Fewer "where's my statement" emails
3.4M CHF
AUM Onboarded
Via new digital intake flow
[ VERIFIED BUSINESS & TECHNICAL IMPACT ]
+41%
Client Portal
Adoption In first quarter
-52%
Support Tickets
Fewer "where's my statement" emails
3.4M CHF
AUM Onboarded
Via new digital intake flow
The Architectural Challenge
The firm's old site looked more like a personal blog than a wealth manager, and the client portal was a rebranded spreadsheet export — clients were losing confidence before they even logged in.
The Strategic Execution
Designed a quiet, document-led visual language (navy, bone white, one serif), a component-based dashboard with clear statement hierarchy, and a public site built in Framer to load instantly on the calls where trust is decided in the first eight seconds.
The Architectural Challenge
The firm's old site looked more like a personal blog than a wealth manager, and the client portal was a rebranded spreadsheet export — clients were losing confidence before they even logged in.
The Strategic Execution
Designed a quiet, document-led visual language (navy, bone white, one serif), a component-based dashboard with clear statement hierarchy, and a public site built in Framer to load instantly on the calls where trust is decided in the first eight seconds.
DELIVERABLE INVENTORY
✓ Brand Identity
✓ Logo Suite
✓ Framer Build
✓ Design System
✓ Typography System
"Clients now ask us who did the site — that never happened before." — Managing Partner, Halden & Voss
Friedrich Halden • Managing Partner, Halden & Voss
