Case study

Giving Private Client a stronger voice

Ocorian case study

The challenge

Private Client is built on trust. Ocorian works with high-net-worth individuals, families and advisers across multiple jurisdictions, where decisions take time and credibility matters. The challenge was to help the Private Client team stand out in a crowded global market without losing the technical depth that makes the work valuable. PR couldn’t be about quick coverage spikes. It had to build reputation, strengthen expert visibility and support long-term growth.

How we made it matter

Using Culture Smart thinking, The Orchard helped Ocorian sharpen the story behind its Private Client expertise. We worked closely with senior specialists to shape key narratives, position expert voices and build a sustained media approach around the issues that matter in global private wealth. Family Office became a core focus, giving Ocorian a clearer, more consistent platform for insight-led commentary, media engagement and campaign content.

Every piece of activity had a job to do: build credibility, create visibility and help specialist knowledge travel further.

  • +74%year-on-year increase in PR coverage
  • 100+ Private Client media cuttings globally
  • £1.13m in website-generated opportunities

The impact

  • Six Private Client award wins, Ocorian’s strongest year for global and regional recognition

  • c.£900k in attributed revenue from the Family Office campaign since 2023

  • c.£200k in associated Private Client revenue in 2025

  • Senior experts positioned more visibly across global private wealth

More importantly:

  • Private Client PR became more consistent, credible and commercially connected

  • Ocorian built stronger visibility around core propositions, including Family Office

  • Campaign content became part of the revenue story, not just the awareness story

The takeaway

Culture Smart thinking in B2B means understanding where credibility really comes from. For Ocorian, that meant turning specialist expertise into stories the market could trust, the media could use and the business could measure.

“The Orchard's expertise and practical support have made a tangible impact, enabling us to achieve impressive marketing results that we are proud to report back to the business. We can directly attribute revenue generation to the campaign content they continue to develop with us, and we recently celebrated our best year yet for global and regional private client award wins, coupled with a 74% increase in PR coverage in 2025. We love partnering with them, and they bring genuine, measurable value to our marketing efforts globally.”

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