Fidelity Wealth
Building a paid acquisition pipeline from scratch to 140 enquiries per month worth around £400,000 in new business, at a £50 CPA across a regulated alternative investment vertical.
Headline Results
The Client
Fidelity Wealth is an alternative investment business focused on generating investor capital for an eco-friendly logging operation based in Brazil, offering retail and sophisticated investors exposure to a sustainable forestry asset class outside the traditional financial markets. The business operates in one of the most heavily regulated, scrutiny-sensitive corners of UK financial services, where every claim, audience definition and conversion path has to stand up against both compliance review and platform policy.
They engaged Digiconomy to design and build a paid acquisition pipeline from a near-standing start, with effectively no existing inbound enquiry flow and a clear mandate to scale qualified investor demand within strict regulatory boundaries.
We delivered a multi-channel paid acquisition programme combining tightly compliant ad creative, sophisticated audience targeting, full conversion tracking and AEO-aligned content architecture around the questions sophisticated investors ask when researching alternative and ESG investment opportunities. Within six months, the pipeline scaled from approximately 5 enquiries per month to 140 qualified enquiries per month, writing around £400,000 in new business each month at a £50 cost per enquiry.
To support visibility for the proposition beyond the paid acquisition window, we structured the supporting content around the real research journey of UK sophisticated investors, with schema markup, entity content and clear comparison structures positioning Fidelity Wealth for citation in Google AI Overviews and conversational AI search on alternative and sustainable investment queries.
The Objectives
Clear commercial goals built around launching a regulated alternative investment proposition into the UK market with no existing acquisition infrastructure.
Building a Pipeline from Scratch
- Establish a predictable, scalable inbound enquiry pipeline where almost none existed at the start of the engagement.
- Convert those enquiries into measurable monthly new business written, at a cost per acquisition aligned to lifetime investor value.
Compliant Growth in a Regulated Vertical
- Operate paid acquisition within the strict creative, audience and disclosure requirements of UK financial services advertising.
- Build content and audience infrastructure capable of supporting growth without triggering compliance, platform policy or audience quality issues.
The Strategy
A regulated-first acquisition strategy designed to build a compliant investor pipeline from scratch, supported by clean tracking, validated audience data and content built for both human and machine readers.
Compliant Audience and Creative Architecture
Build paid creative and audience targeting against the boundaries of UK financial services advertising, with carefully calibrated risk disclosures, sophisticated investor qualification and platform-policy-safe messaging. Compliance was treated as a design constraint from day one rather than a post-hoc review step, allowing campaigns to scale without intervention or take-down risk.
Validated Lead Tracking and Algorithmic Bidding
Implement full conversion tracking on qualified enquiries rather than vanity form fills, with validated lead data flowing into smart bidding strategies. The platform learned to scale spend into the audiences and queries genuinely delivering qualified investor enquiries, holding the £50 CPA as volume scaled by orders of magnitude.
AEO-Aligned Investor Research Content
Build supporting content around the questions sophisticated investors actually research when evaluating alternative and ESG investments, including risk profiles, return horizons, asset comparisons and sustainability credentials. Schema markup and structured entity content positioned Fidelity Wealth for visibility in both traditional search and AI answer engines such as Google AI Overviews, ChatGPT and Perplexity.
The Campaign
A regulated-vertical paid acquisition programme combining compliant creative, sophisticated audience targeting, validated tracking and AEO-aligned investor content.
Compliant Paid Search and Social
Paid search and social campaigns covered the alternative investment, ESG investing and sustainable forestry research landscape, with creative and disclosures engineered to satisfy UK financial services advertising rules. Audience layering focused spend on sophisticated investor profiles likely to qualify, rather than broad consumer audiences with limited investment capacity.
Validated Conversion Tracking and Algorithmic Bidding
Conversion tracking was wired against qualified enquiries, with validated lead data feeding smart bidding strategies across paid platforms. The infrastructure allowed aggressive scaling on properly attributed data, lifting monthly enquiries from approximately 5 to 140 whilst holding a controlled £50 cost per qualified enquiry.
Investor Journey and Conversion Rate Optimisation
Landing pages and enquiry journeys were designed around the trust signals, evidence and disclosures sophisticated investors expect at this stage of the research process. Continuous testing on copy, layout and qualification questions lifted conversion rates from the same paid traffic, compounding the cost advantage delivered by the bidding infrastructure.
AEO-Aligned Alternative Investment Content
Supporting content was structured around the real research questions UK sophisticated investors ask when comparing alternative and sustainable investment opportunities, with schema markup, entity content and clear comparison structures. The same content that supported paid conversion now surfaces Fidelity Wealth in AI-generated answers when investors research ESG, alternative and forestry-backed investment vehicles.
The Outcome
Pipeline growth in 6 months
Monthly new business
Cost per qualified enquiry
Within six months, the combined strategy scaled Fidelity Wealth's paid acquisition pipeline from approximately 5 enquiries per month to 140 qualified investor enquiries per month, writing around £400,000 in new business each month at a £50 cost per qualified enquiry. The compliant creative architecture, validated tracking infrastructure and AEO-aligned investor content estate built during the project continue to support Fidelity Wealth's growth across both traditional paid search and AI-driven alternative investment research, providing a defensible foundation for further pipeline scaling within UK financial services regulatory boundaries.
Ready to See What's Possible?
Get a free audit covering your AI search visibility, PPC performance, and data architecture, and see where the growth opportunities are.