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Investment & Wealth
Finance

Investment & Wealth

Investment and Wealth is the one finance category where the advisor's own face, not a customer's, is often the actual creative asset. On Visie, that craft spans campaign photography and advisor portraiture for marques like Fidelity, Morgan Stanley, Goldman Sachs, and Robinhood, with casting that skews older than almost any other finance segment.

64 projects·19 creatives·10 brands

This week's top Investment & Wealth projects

This week's top Investment & Wealth projects, carefully handpicked by Visie's expert curators, showcase the best in style and innovation.

Project

MLC · The Heist - Longform

In a bold departure from traditional financial marketing, the latest campaign for MLC titled The Heist flips the script on conventional investment narratives. By leveraging a high-stakes, cinematic storytelling approach, the project crafts an intricate heist thriller that positions wealth management as a sophisticated operation requiring precision, foresight, and tactical planning. The longform video production, executed with the support of Exit Films, masterfully balances two distinct visual worlds: the tension-filled, dimly lit interior where strategies are mapped out across architectural blueprints and the sun-drenched, high-security environment of the luxury yacht The Odyssea. Through the use of live-action technique and measured slow motion, the narrative creates a compelling juxtaposition between the grounded reality of financial strategy and the aspirational lifestyle of global affluence. The post-production team at The Editors, alongside William McVay and Cream, ensures the transition between the gritty planning sessions and the sprawling marine sequences remains seamless. By eschewing dry industry tropes in favor of an immersive, lifestyle-driven thriller, MLC successfully reframes the discourse around wealth and legacy. This production signals a shift in the investment and wealth industry, proving that complex financial messages can be delivered through highly engaging, narrative-heavy media that captivates an audience through cinematic intrigue rather than purely transactional, corporate discourse.

Project

Morgan Stanley · What's Next?

Morgan Stanley presents 'What's Next?', a cinematic campaign that maps the evolution of trade across diverse historical eras. The project traverses time, moving from ancient desert bartering scenes to the hardware-heavy aesthetic of 1980s finance and into modern, urban landscapes. Developed by 72andSunny NY, the film utilizes live-action technique and a high-fidelity cinematic approach to ground its narrative in the tangible history of commerce. Production duties were handled by Park Pictures US, with extensive post-production and visual effects provided by Untold Studios LA and Niccolò Montanari. The soundscape was crafted by Concrete Form.

Project

Decisions at the Speed of Change · Stept x KPMG

This corporate brand video produced by Stept Studios for KPMG explores themes of adaptability and decision-making within the finance sector. By juxtaposing the precision of professional skiing and high-altitude travel with corporate strategy, the narrative focuses on resilience and navigation under pressure. Featuring cinematic framing and desaturated, cool color grading, the production utilizes drone footage to capture vast, snow-covered landscapes. The technical execution emphasizes a moody atmosphere that parallels the challenges of decision-making in rapidly changing financial environments.

Project

Goldco · Dennis Quaid

Goldco features actor Dennis Quaid in this finance-focused commercial, addressing themes of economic uncertainty and financial planning. The spot utilises a live-action technique, set within a residential environment that frames the conversation in an accessible, conversational tone. The production leans into a warm aesthetic, leveraging natural light and clean composition to anchor the message. Shot in a horizontal format, the commercial maintains a candid presence through its focus on direct-to-camera delivery.

Project

General Atlantic · Brand Identity

General Atlantic’s brand identity project establishes a visual system designed to communicate corporate scale and investment strategy through a synthesis of clean motion graphics and architectural design. The identity leverages a minimalist aesthetic, incorporating fluid transitions between cinematic natural landscapes and geometric vector animations to underscore the firm’s global presence. Developed by Visie Admin with contributions from a multidisciplinary team including art directors Derek Koch, Hua Chen, Mark Wolfe, Yixuan Liu, and Stephanie Zabala, the project extends across both digital and physical touchpoints. Key assets include a suite of motion-led brand reels, responsive UI design for web and mobile interfaces, and environmental branding for corporate workspaces and investor summits. Production support was managed by Samantha Kassay, with technical design by Pedro Ramos, web development by Haystack, and strategy inputs from Sam Lee and Angie Shih.

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