Skip to content
Berke Tok
Back to work

Private wealth

Northwind Private

Serious money, presented properly

The identity in print: annual review, letterhead and card built to age rather than date
Sector
Private wealth
Location
Abu Dhabi, UAE
Year
2025
Kickoff to production
13 weeks
01Overview

Identity, site and client portal for a wealth manager whose presentation had fallen a decade behind its performance.

02The problem

Northwind managed serious mandates behind a website that looked rented. Quarterly reporting went out as emailed PDFs, so every client question landed on an advisor's desk, and referrals arrived with no way to qualify themselves.

The site states the firm's actual position, so inbound qualifies itself before a first meeting
03What we built
  1. 01

    Say what you actually do

    We replaced the wealth-management boilerplate with the firm's real position: concentrated mandates, long horizons, no product shelf to push.

  2. 02

    An identity that ages well

    A restrained typographic system built for print, screen and the annual review deck, with no gradients to date it in two years.

  3. 03

    Reporting clients open themselves

    A portal with consolidated positions, performance against mandate and every statement since inception, in English and Arabic.

Positions, performance against mandate and cash on one page the client opens themselves
The same portal laid out in Arabic first, read on a tablet instead of chased by email
04The result

Advisors stopped being a reporting help desk, and the site now qualifies inbound before a first meeting instead of after it.

What changed

Client reporting portal
Live
Brand system shipped
Identity
Inbound before first meeting
Qualified
The quarterly statement, issued from the same numbers the client has been watching all quarter

Stack

  • Next.js
  • Postgres
  • Sanity
  • Vercel
  • Auth0

Disciplines applied

  • Brand & growth strategy
  • Web & digital infrastructure
  • Custom software development

Closing

Do you have an idea, or a problem?

Either works. In my experience the second one goes faster.

I usually reply the same day.