Fortune favours
the brave bold
“We are Bold Partners. We offer our know-how in marketing strategy and implementation to ambitious investment-related businesses looking to transform their market presence, growth potential, perception and client experience.
With extensive experience from long careers in both rapidly-growing and more established global asset management businesses, we are firm believers in the adage that ‘fortune favours the brave’ – so, be bold!”
Marcus Bolitho and Will Gold, Founders
About us
Who?
Bold Partners is a specialist marketing consultancy, with a focus on helping financial services and investment businesses to take conscious steps to re-energise their marketing capability, and on smaller firms seeking meaningfully to accelerate their growth.
Why?
We are best placed to assist those firms with a distinctive, high-quality product offering, but which may lack the in-house expertise both to articulate their proposition, and to take it to market in an effective way.
How?
We provide our advice and service directly to our clients, drawing on approximately half a century of combined experience in marketing and communications, to become a seamless extension of our clients’ businesses.
Our approach
We do not intend to become a traditional marketing agency, with their inherent associated costs and complexities. Rather, we intend to remain a boutique enterprise; in this way, our clients will continue to benefit directly from our own accumulated knowledge and experience. While we may bring in specialised, experienced and trusted talent to support our work with clients, we are resolutely committed to providing direct service and advice.
With decades of experience of building and leading high-performing marketing functions to support international asset management firms, integrated asset and wealth managers, multi-boutiques and retail/execution-only brokerages, our strategic and implementation competencies can be broadly summarised as follows.
Our experience covers the entire spectrum of retail, wholesale and institutional business, across virtually all major markets.
Strategic advice
- Aligning marketing strategy with business and growth objectives
- Transforming marketing into a growth engine for your business
- Establishing the marketing function as a key driver of the broader client experience
Marketing organisational design / optimisation
- Positioning the marketing function to deliver necessary change and scale efficiencies
- Reconciling growing demand for tailored/bespoke service with managing cost and margin pressures
- Ensuring alignment of the marketing function with broader distribution strategy
Digitisation / automation
- Leveraging client data to deliver targeting and tailoring of the experience and service
- Embedding marketing automation into the broader business strategy
- Systematising and digitising processes to enhance client experience while reducing cost and risk
Implementation
- Integrating and leveraging digital tools and capabilities, alongside “traditional” skills and specialisms – marrying the “art and science of marketing”
- Marketing and communications strategy development and deployment
- Ensuring co-ordination and alignment between sales and marketing efforts
Value creation
- Transforming marketing into an investment in business growth and profitability
- Effective resource allocation, with a focus on business returns
- Maximising the value and potential of investments in digital technologies and traditional marketing skill-sets
Who we are
Bold Partners was established in 2024 by Marcus Bolitho and Will Gold. We have worked together in various capacities since early 2007, and have highly complementary skill sets. We offer our clients approximately half a century of combined experience in the fields of marketing and communications.
Marcus Bolitho
Marcus is a strategic, client-aligned commercial marketing head with over 30 years’ experience. He has a strong track record in creating and growing financial services brands, including asset managers, into leading, distinctive and successful businesses within increasingly converging, regulated and sophisticated marketplaces.
Marcus has led multiple successful marketing teams in delivering standout marketing distribution programmes, re-brands, communications, marketing automation, product and proposition development. Marcus holds a BA from University College, London (UCL).
View LinkedIn profile or contact us for further information.
Will Gold
Will is a proven and commercially focused marketing leader and senior adviser, drawing on a financial communications career spanning nearly two decades. He has noteworthy expertise in the asset/investment management sector, backed by deep investment knowledge and 16 years’ experience in house in international asset management firms. He has a broad creative skill-set, deployed with a singular focus, namely to develop and build trusted brands, with genuine stand-out, across diverse client segments and geographies.
Prior to moving in house, Will worked as a journalist covering the asset finance sector, and as a pension and investment communication specialist at an actuarial consulting firm. Will holds an MA in Modern & Medieval Languages (French & German) from the University of Cambridge.
View LinkedIn profile or contact us for further information.
Experience
Our experience in the asset management sector covers businesses with vastly differing characteristics, from systemically important global financial institutions to some of the fastest-growing names in the sector.
“Marcus and Will brought the tenacity, diligence, expertise and experience we needed to make the launch such a huge success. This combination of qualities, coupled with bags of creativity, makes them a very impressive team indeed.“
Paul Feeney
Founder & CEO, Shackleton – Britain’s financial adviser
