Kris Makuch

WMA

A retained public affairs account with a publishing cadence: a journal, a weekly policy tracker, EU regulatory monitoring and the diagrams that made Brussels legible to UK wealth managers.

Client
Wealth Management Association
Role
Design and publication: journal, policy tracker, infographics
Discipline
Editorial and data
Year
2016

Objective

The Wealth Management Association represented UK investment managers through a period when most of the rules affecting them were being written in Brussels: MiFID II, FATCA, the FSCS regime.

Members needed that translated: not summarised after the fact, but tracked continuously and explained in a form a busy practitioner would actually read.

Creative response

Design and publication support on a retained account with a fixed rhythm: a weekly call, a weekly tracker, a periodic journal.

The distinguishing feature of this account is cadence. It was not a project; it was a standing publishing operation.

  • The WMA Journal. The association's flagship member publication
  • EU Week Ahead. Continuous regulatory monitoring, presented for a UK practitioner audience
  • The EU process diagram. A 'Level 1' explainer making the European legislative process navigable, the kind of diagram that gets reused for years
  • Regulatory explainers. FATCA updates, FSCS material and event support
  • The 2016 Annual Report. Plus infographics and Wider Share Ownership Council material
  • The WMA Journal. The association's flagship member publication
  • A weekly policy tracker. Produced against a weekly call agenda, the operating rhythm of the account
  • EU Week Ahead. Continuous regulatory monitoring, presented for a UK practitioner audience
  • The EU process diagram. A 'Level 1' explainer making the European legislative process navigable, the kind of diagram that gets reused for years
  • Regulatory explainers. FATCA updates, FSCS material and event support
  • The 2016 Annual Report. Plus infographics and Wider Share Ownership Council material

Results

31dated meetings

Weekly, tracker and call cadence

The work

Wealth Management Association
Wealth Management Association
Wealth Management Association
Wealth Management Association

We are really pleased with the results of our new content (and the boss likes it!). We really appreciate the ideas and hard work from the Cicero team.

Sheena Gillet, Head of Communications and PR, the Wealth Management Association

The design work across print and digital, infographics, leaflets, event banners, video idents and the style guide, was Kris's contribution.