A new name and visual identity for a wealth management educator.


Revolutionising wealth management education.

Designed by a leading publisher and resource for the Asian wealth management industry, Hubbis, Wealtra emerged as an exciting new opportunity. This innovative learning management platform offers state-of-the-art guidance and support to evolving firms. The platform is tailored to meet the intricate needs of businesses in compliance, reporting, professional development, and CPD.

Initially operating as part of the Hubbis master brand, Wealtra was ready to branch out as an independent solution with its own powerful identity. Our role was to re-launch Wealtra as a pioneering platform with a name that highlighted its unique proposition and value.

Our input

Choosing a name with depth and impact.

Our naming workshop and discovery phase revealed the ethos behind the brand, and the naming territories suitable for the new platform. We examined the trends in the wealth management, learning, and development spaces, and identified key competitors. Our focus was on finding a name that was both memorable, and capable of capturing the essence and ethos of the platform.

The inventive hybrid name “Wealtra” was the ideal choice for the innovative solution. It combines two elements of the platform’s purpose, “wealth” and “training”. Once the name was approved, we developed a logotype for the platform – a simple type-mark derived from the monogram of the letter “W”. This simple but evocative symbol highlights the concepts of progression and ambition.

Our output

A powerful identity for a pioneering platform.

Working collaboratively with the Hubbis brand, we introduced a name and identity that encapsulates the values of the Wealtra platform. The evocative, yet simplistic name is distinctive, powerful, and memorable. The accompanying logotype is both modern and engaging, revolving around the ideas of growth and innovation.

Our efforts led to the development of a comprehensive brand identity, that clearly communicates Wealtra’s mission and vision in the wealth management space. The platform now has the components it needs to thrive both in the Asian financial education sector, and worldwide.

What we did:

—Brand strategy
—Logo creation
—Visual identity
Project team:
Ali Peate

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