This project was for a young financial adviser who aimed for a bespoke service for his own financial clients. He required a financial portfolio summary which he could tailor to his clients and attach to the other documents that he delivered to them.

After the initial discovery sessions we decided to focus the aesthetic layout of the portfolio summary to reflect not only his standards of service but the standing of his ideal clientele. Incorporating traditional Chinese elements of calligraphy and characters translating to "Gratitude", I devised a layout which conveyed the client's attention to premium service while giving him the option to tailor each portfolio to each customer through his own handwriting in order to communicate their importance to him.