We know the depths of financial communication.

In order to develop intelligent PR and communication solutions for companies of the asset management industry, one has to be familiar with the depths of communication for financial products. Understand complex investment products. Know the regulatory environment. Be in continuous touch with opinion leaders.

Dolphinvest meet these high standards. Discover why.

What we offer

Traditional PR

We understand and master the ins and outs of traditional PR on topics relating to asset management.


Everything from market positioning to development and implementation of digital and analogue communication tools.

Sales support

We support asset managers in terms of an integrated sales and marketing approach.

We combine marketing know-how with complex financial expertise and outstanding PR contacts.

Skilled. Intelligent. Dynamic – features perfectly symbolized by the three dolphins, our logo. We, too, operate in international waters. As a team. We are PR and marketing experts with a recognized background – in international asset management as well as with local investment management. In doing so, we developed a deep understanding of internal business processes and centralised PR and marketing functions and acquired the necessary know-how about business models, areas of expertise and investment strategies.

In a nutshell: We know what we are talking about.
As a matter of course, we respect the regulatory environment throughout the process, which also applies to communications.

Public Relations

Whatever it takes to optimise PR activities in local markets - we master the required tools. Added value of Dolphinvest: excellent relationships with specialized journalists and editorial offices, with whom we are in regular dialogue and are, thus, in a position to discuss the topics relevant for our clients.

Rather than just distributing press releases, we highlight our clients expertise in the relevant media and position experts and topics. Whether in Germany, Austria or in Switzerland. Additionally, we also have privileged access to the media landscape in Italy, Spain, Scandinavia and to the pan-European media.

These are the investor segments and distribution channels we are able to reach with our PR activities.

  • Institutional investors
  • Private clients
  • Third Party Distribution
  • “Financial community”

What we offer

PR concepts

The foundation of successful public relations activities are concepts. We always develop these holistically and including concrete action plans.

Media ­cooperations

In order to place your company in the media, we look for media cooperations – either editorial ones or sponsored ones.

Crisis PR

Whenever, all of a sudden, your company finds itself in the spotlight for the wrong reasons – we support you with solutions in order to react swiftly and appropriately.

Press work

Part of this is the development of topics, setting up of interviews and background discussions, editing of press releases and editorial contributions, placement of articles by authors and experts.

Press formats

We design and organize diverse press formats. Among them are, for example, press conferences or press roundtables.

Agenda setting

Speaking of the development of ‚thought leadership‘ – topics and agenda setting: we are your competent sparring partner.

Press distribution list

In accordance with your investment products and topics, we conduct research and create press distribution lists for specific target groups.

Positioning of the CEO

Dolphinvest provides you with anwers through which contents, core messages and formats CEOs, board members or managing partners can be positioned.

Further services

We also cover support in the areas of media training, moving image, media observation/evaluation thanks to cooperations in our broad network. Feel free to ask us.


Based on our long-term experience we offer customized, high-quality marketing services to companies within the asset management industry.

We make use of our extensive knowledge of different asset classes and investment products to place and sharpen brand profiles. For that we apply a long-term communication approach which is built on a profound understanding of the needs of diverse stakeholders.


Brand positioning

Thanks to our knowledge of the industry, we will identify the suitable positioning for your brand.


Dolphinvest develops tailor-made campaigns and marketing plans for your investment products.


Specifically for the German-speaking market, we translate and adapt your existing English or French language marketing material.

Strategy consulting

We consult you in all strategic matters related to your communication.

Print material

Be it brochures, flyers or presentations – we design and create all the necessary marketing materials.


Our service range also includes the conception and organisation of event formats for specific target groups.


You require a sparring partner for your B2B or B2C marketing? We are at your service.


Make use of our financial know-how, also when it comes to the development of your website. We cover the design, programming or SEO in cooperation with our broad network. Feel free to ask us.

Sales support

We support the sales activities of asset managers, in particular in the German-speaking region. In regulatory terms, the target groups include either private or professional investors. Our services may also cover securities transactions which require a license.

Interested to find out more? Please feel free to contact us.
Heidi Rauen looks forward to hearing from you.

Heidi Rauen

Schwindstraße 10
60325 Frankfurt
Email: hrauen@dolphinvest.eu
Phone: +49 69 33 99 78 - 13