5 Things That High Net Worth Clients Want to See on Your Investment Website

Are you in the investment business for high-net-worth clients? Great. Now, you know how important it is to establish your organization as trustworthy and with overflowing expertise. It makes potential clients feel confident they’re dealing with a company with their best interests at heart.

And when it comes to attracting wealthy individuals, there is no better way than through a great investment website design.

An impeccable design will help attract their attention and make them want to learn more about your services. It will help you reach out to new clients and satisfy existing ones.

The following are some essential elements you should include throughout the design to achieve these goals:

1. A Professional Logo

A solid logo is an excellent first impression. It’s also one of the most crucial aspects of any successful online presence.

Your logo needs to be recognizable and easy to remember. You can use a simple font or even a picture. Just ensure it stands out from the rest of your site.

Harvest Investment Consultant’s previous logo prior to Harford Designs redesign.
Harvest Investment Consultant’s 2022 logo redesign by Harford Designs.

2. An Attractive Layout

Your website is only as good as its appearance.

Make sure that it looks great on all devices, including desktop computers, laptops, tablets, smartphones, etc. That means ensuring everything fits together well and looks visually appealing.

You don’t have to go overboard here; just make sure that it works well on every device.


3. Clear Navigation

The purpose of your website is to provide clear-cut information to high-net-worth clients. Therefore, it needs to be easily navigated by anyone who visits it. Keep this in mind while designing your site.

Clients or prospects shouldn’t have to search around the page to get where they want to go.

Also, make sure that your links work properly. Don’t forget to add a “back” button to your site, especially with multiple pages.

Instead of nesting the primary services under a “Services” tab, Harvest’s financial services have their own line on the navigation with unique styling.

4. Easy-to-Read Content

The main goal of a website for investment consultants is to inform people about your products and services. To do this effectively, you’ll need to write clear and concise text.

Avoid using jargon and technical terms unless you’re trying to educate someone about something specific.

Use short sentences and paragraphs whenever possible.

5. Useful Features

When designing a website for investment businesses, you’ll want to offer users plenty of options like the ability to sign up for newsletters or request quotes.

Don’t forget the CTA (call-to-action). These buttons or other interactive objects encourage visitors to take action. They could lead to signing up for a newsletter, requesting a quote, scheduling a consultation, etc.

Your financial web design shouldn’t miss other useful features including mobile optimization, images, navigation bar, and more.

Images customized on each page to match demographic and financial service.

6. User-Friendly Interface

You want to ensure that your website is user-friendly. That means creating a clean, organized, and easy-to-navigate experience for visitors. One way to accomplish this is through responsive design.

If you haven’t heard of it before, it refers to websites that automatically adjust their layouts based on what type of device they get viewed on.

For instance, when viewing a smartphone, the website adjusts itself to appear similar to how it would look on a computer screen. When viewing a tablet, the website resizes itself accordingly.

Desktop Version of the Harvest Homepage
The user-friendly mobile interface for Harvest.


So there you have it! These are the six elements that high-net-worth clients want to see on your investment website.

Remember, web design for investment consulting firms or lenders revolves around providing value to customers. The better you can meet these criteria, the more likely you’ll be able to attract new business.

At Harford Designs, we’re committed to helping organizations like yours create beautiful websites to help you achieve these goals.

We specialize in custom web development, graphic design, brand revamp, logo design, web upgrades, marketing strategy consultation, and more.

Our goal is to help take your business to the next level by implementing the most innovative and efficient website techniques and trends.

So don’t get left behind. Start the onboarding process today, and let us take care of all your financial website design needs!

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