Robertson Stephens needed more than a comeback—it needed a complete transformation. After its storied history in investment banking, the challenge was to reposition the registered investment advisory for a new era while maintaining its heritage of financial innovation. The revitalized brand had to appeal to both elite advisors and entrepreneurial clients in a crowded wealth management landscape. This wasn't just about refreshing a logo—it was about redefining what an investment advisory firm could be.

We took a comprehensive approach, orchestrating strategic alignment between the firm’s advisory services and venture arm. This relationship became central to the brand story—positioning Robertson Stephens uniquely as “the entrepreneur's asset management firm.” Through deep stakeholder engagement, we created a messaging platform that unified the firm’s diverse capabilities under a cohesive narrative.

The verbal and visual identity balanced legacy with innovation, reflecting both the firm’s revered history and its forward-thinking approach. This extended to thought leadership programming that elevated executive visibility through targeted media placements, public speaking engagements, and signature events like “The Blockchain Revolution,” featuring Bloomberg's Cory Johnson.

The reimagined Robertson Stephens successfully attracted top-tier advisors and sophisticated clients. Notable talent acquisitions included a $2 billion advisor who left Goldman Sachs’ $26 billion RIA to join the firm. Today, Robertson Stephens manages over $7.1 billion in assets, demonstrating how strategic brand repositioning can breathe new life into a legacy name while creating a foundation for sustainable growth.