Who We Are
We turn complexity into clarity, helping investment trusts communicate with confidence and build lasting investor engagement
Navigation for a new market
Warhorse Partners is designed for a changing investment trust landscape, where retail sentiment and competition require sharper, more consistent communication.
Our award-winning team uses strategy-first insights and compliant storytelling to help trusts stand out, partnering with in-house teams to deliver the clarity and engagement that builds long-term demand.
years of collective experience in marketing investments
Investment Trusts supported
Where vision meets measurable results
Our work speaks through outcomes that matter. Clients trust us because we deliver tangible value, not promises.
Engagement success
Engagement rates consistently 2× industry benchmarks
Growth achieved
Proven experience delivering retail database growth.
Our Directors
Experienced industry leaders delivering strategic insight, innovation, and compliance excellence.
Global brand and regulatory specialist with international financial-services experience across 26 markets
Senior investment-trust marketing specialist focused on compliant retail engagement and strategic positioning
Distribution and governance expert with more than 25 years’ experience advising investment-company boards and leading trust strategy
Real change
Hear from those who've walked the path
"They didn't just advise us—they fundamentally reshaped how we operate."
"The transformation was swift and the results exceeded our expectations by far."
"What impressed us most was their commitment to understanding our unique challenges."
Ready to elevate your investment strategy?
Discover how our tailored marketing solutions can help realise your trust's full potential.