UK Wealth Manager
#1 Share of Voice in 5 Months
How we corrected an AI entity mix-up and category mislabelling for a UK discretionary wealth manager, then built the content and entity signals to take the #1 share of voice in AI search.
- 51%
- Share of voice among tracked category competitors, #1 since month two
- 9.8%
- Chats citing the client's site, up from 1.7%
- +116%
- Growth in Google AI Overview impressions in 13 weeks
The problem
The client is a UK discretionary wealth manager, but AI engines didn’t know that. ChatGPT, Perplexity and Google AI Overview were confusing them with an unrelated company of a similar name, and third-party sources were mischaracterising them as an automated “robo-advisor” rather than a discretionary wealth manager. On top of that, competitors simply had more citable content for AI engines to pull from: an early audit found the client accounted for almost none of the tracked AI citations in their category.
What we did
We ran entity disambiguation work to separate the client from the confused entity, structured data and schema review, and a coordinated correction effort with the third-party sources AI engines were citing for the inaccurate “robo-advisor” description. Alongside that, we built a content programme structured specifically for how AI engines retrieve and cite sources: answer-first articles on the exact questions prospective clients ask, each backed by comparison tables, named reviewers and FAQ schema.
The outcome
Within five months, the client held the #1 share of voice among its tracked category competitors, and hasn’t been displaced since. Citation rate more than doubled, visibility in AI answers climbed from 15% to over 55%, and Google AI Overview impressions grew 116% in the first thirteen weeks alone. Eight articles are live, with two already ranking in the top 10 sitewide for AI Overview visibility from a standing start.