Financial Services

CORPORATE POSITIONING, THOUGHT LEADERSHIP, IP CREATION, MEDIA STRATEGY & RELATIONS, REPUTATION MANAGEMENT

We help banks and investment companies reach their audiences, whether it’s retail customers, investors and savers, or institutional investors, even in turbulent times. They all particularly value our in-depth expertise in financial products and asset classes, our good reputation in and excellent access to the leading business and financial media. We are their partner when it comes to turning unwieldy topics into exciting stories and bringing content marketing "at its best" to the streets. Our clientele is therefore illustrious. They include national champions as well as major international banks and securities houses, global fund companies as well as investment boutiques, private equity, REITs and real estate investors as well as fintech and payment companies.

 

Capital Market & Investor Relations

TRANSACTIONS, SPECIAL SITUATIONS, INVESTOR COMMUNICATION, CAPITAL MEASURE

Our high-caliber capital market team advises both private and listed companies or companies that are active in the capital market via bonds on mergers and acquisitions, listings and de-listings and other capital measures. In addition, our service portfolio naturally also includes classic investor communications, such as the development of the equity story, guidance policy or roadshow.
We are experienced in dealing with complex projects and communicating with all relevant stakeholder groups. If necessary, we also involve our experts from the Corporate & Public Affairs department. In cooperation with our colleagues in London, New York, Hong Kong, Singapore, Shanghai and Tokyo, we are also able to accompany large cross-border transactions - both on the buy-side and on the sell-side.

 

Our consulting and service portfolio

The team consists of experienced investment, journalism and agency professionals who offer your company an ideal combination of financial industry and communications knowledge.

Financial Services

  • Strategic consulting:

    Communications and campaign concepts, CEO positioning, messaging, brand communications
  • Media relations:

    Topic identification and storytelling, strategies for effective thought leadership, media relations, press events, media training
  • Corporate PR:

    Reputation building and management, crisis PR, change communications, content marketing, coaching & workshops, campaigns and events
  • Social & Digital:

    Social media communications and implementation, digital events, influencer and blogger relations, performance marketing

Capital Market and Investor Relations

  • Investor Relations:

    Strategic consulting, equity story development, conception & implementation of IR measures
  • Regulatory communication & mandatory disclosure:

    Annual and interim financial reports, sustainability and corporate governance reports, investor presentations, capital market-related media work
  • Consulting in special situations:

    Corporate takeovers, IPOs, change & restructuring processes, crises, mergers & acquisitions, shareholder activism
  • Capital market PR:

    Executive positioning, messaging, integrated communications

Team

Dropdown

Managing Director, Unit Lead Financial Communications Unit

Rüdiger Assion is responsible for the Financial Communications unit at Edelman Smithfield. Being a proven expert in financial communications, Assion is a classically trained journalist and businessman. For ten years, he was Global Head of Group Communications at Deutsche Börse AG. Prior to that, he held leadership and consulting roles in brand communications and positioning at major global companies such as General Motors, Volkswagen and BMW.

Prior to joining Edelman, he was a member of the Executive Board of the Swiss derivatives bank Leonteq AG in Zurich, where he was responsible for communications, investor relations and internal consulting. He increased the company's market value through efficient communications. He knows the capital market as well as the derivatives industry, has worked on IPOs and corporate takeovers as well as the related regulatory processes. He also has extensive expertise in large companies and their working practices across industries.

Managing Director, Head of Financial Services

Holger Nacken is Head of Financial Services in the GER/A/CH region at Edelman Smithfield. Holding a degree in economics, he has over 20 years of communications experience. He advises banks, asset managers, insurance companies, fintechs and other financial service providers on how to build trust with their respective target groups. His clients include large international asset managers such as Nordea or Capital Group as well as digital innovation leaders such as LIQID. He is particularly specialized in CEO positioning, cross-channel communication projects and content strategies.

Before moving to the agency side, Nacken worked as an editor at Handelsblatt and WDR, among other outlets. Holger Nacken is a graduate of the Cologne School of Journalism and still finds it an exciting challenge to communicate complex financial and investment topics to the respective target group in an understandable way - especially in Germany, where trust in the financial industry is traditionally rather low.

Director, Head of Operations der Financial Communications Unit

As Head of Operations,Jörg Schüren is particularly responsible for the smooth running of client relations in the Financial Communications unit at Edelman Smithfield. With 17 years of experience in communications, he also specializes in advising insurers, asset managers, banks, payment service providers and other financial service providers. Jörg Schüren helps his clients build trust, protect their brands, and gain attention for their products.

The core competencies of the studied historian, political scientist and economist (M.A.) include media relations, content development and holistic content marketing. His experience in this field is based on ten years working as a journalist before joining Edelman. Jörg Schüren is also in demand from clients when it comes to CEO positioning, crisis communications, integrated marketing campaigns or events.

Account Manager, Lead der Asset Management Unit

Andrea Bresch is responsible for the Asset Management unit. Clients of this unit are mainly international and German asset managers. For more than five years, Andrea has been advising clients from the unit and supporting, among others, large US houses in building a sustainable reputation in the German market. In addition to traditional PR activities, she also creates holistic and cross-channel campaigns and advises her clients on all aspects of diversity in the financial industry.

Senior Account Manager, Lead der Risk Management & Real Estate Unit

Katharina Großkopf heads the Risk Management & Real Estate Unit in the Financial Services Team at Edelman. As a proven communications and marketing specialist, she has been advising clients from the finance, insurance, and real estate sectors for more than eight years. She supports companies in the areas of media relations, conceptual design, content creation, marketing, campaigns and multichannel strategies.

Account Manager,  Lead der Payment, New Banking & Fintech Unit

Julia Irina Rosenkranz heads the Payment, New Banking & Fintech Unit at Edelman. A trained journalist, she advises her clients on strategic communications, for example on positioning or developing campaigns across all channels. She also manages client teams in their media relations, content creation and reputation risk management.

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