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    Investment Management 11–50 Employees

    7–14 Appointments Booked Every Week for Their Sales Team

    Peregrine & Black is a prestigious investment management firm based in London. We deliver a consistent stream of 7–14 appointments per week for their sales team — building a regular pipeline through LinkedIn outreach.

    7–14

    Appointments Per Week

    Weekly

    Consistent Pipeline

    London

    Based In

    Active

    Ongoing Campaign

    Peregrine & Black LinkedIn company page
    01The Client

    Peregrine & Black

    Peregrine & Black is a well-established investment management firm based in London with 11–50 employees and over 716 LinkedIn followers. They provide investment management, financial planning, stockbroking, and trading services for individuals, institutions, trusts and charities. They needed a way to consistently generate meetings for their sales team.

    The Challenge

    As an investment management firm, Peregrine & Black's sales team needed a reliable, compliant way to reach high-net-worth individuals and institutional decision-makers. Traditional cold outreach channels weren't generating enough volume or quality.

    The Solution

    Deploy our LinkedIn outreach system to target the right prospects — HNW individuals, family offices, and institutional decision-makers — and deliver a steady flow of booked appointments directly to their sales team's calendars.

    What We Did

    LinkedIn Outreach for Financial Services

    Targeted outreach campaigns connecting Peregrine & Black's team with qualified prospects in the investment and wealth management space.

    LinkedIn profiles branded with Peregrine & Black identity
    Sales Navigator filters targeting HNW individuals & institutions
    Automated connection requests and personalised follow-ups
    SDR team qualifying all replies and booking appointments
    Peregrine & Black LinkedIn company page showing investment management branding

    Peregrine & Black — fully branded LinkedIn company presence

    How We Did It

    Consistent, Scalable Outreach Process

    A systematic approach targeting the right decision-makers with personalised messaging sequences, ensuring a steady weekly flow of qualified meetings.

    Identified ideal prospect profiles: HNW individuals, trustees, charity managers
    Created compliant messaging sequences appropriate for financial services
    Multi-step follow-up sequences to nurture cold connections into warm conversations
    Regular optimisation of targeting and messaging based on reply data
    04The Results

    7–14 Appointments Every Single Week

    7–14

    Weekly appointments

    Regular

    Pipeline generation

    Ongoing

    Active partnership

    Peregrine & Black now has a consistent, reliable source of qualified meetings for their sales team. By leveraging LinkedIn as a direct outreach channel, they've built a predictable pipeline without relying on expensive advertising or cold calling — generating 7–14 appointments every week, consistently.

    05Why It Worked

    The Winning Formula

    Precision Targeting

    Sales Navigator filters ensured every outreach reached the right type of prospect — HNW individuals, institutional investors, and trustees.

    Compliant Messaging

    Messaging was carefully crafted to be appropriate for the financial services sector — professional, trust-building, and value-led.

    Consistent Volume

    7–14 appointments per week gives the sales team a predictable, reliable workflow they can plan around.

    Ongoing Optimisation

    Campaign data is continuously analysed to refine targeting, messaging, and timing for maximum response rates.

    Want results like this?

    Whether you're filling events, booking demos, or generating enterprise pipeline — we'll build your LinkedIn outreach machine.

    Start Your Campaign