Insights

Acuity Knowledge Partners (Acuity) conducted a study of global private wealth managers (PWMs) for a second year to understand how best-in-class firms organise their research products to drive their advisory businesses and also meet regulatory needs. We likewise tried to understand the impact of the pandemic on the PWM business and how research products have been adapted to suit the current scenario. Our survey targeted CEOs, CIOs, heads of advisory, heads of research, analysts and relationship managers who play an important role in growing AuM.

Key Takeaways

• Research emerged as a key driver of advisory revenue
• A research product with in-depth analysis complemented by a broad research coverage universe emerged as the top preference
• Partnering with an outsourced research provider was the most preferred and cost-effective solution
• While the COVID-19 pandemic has led to a dip in inflow of funds, it has also led to increased demand for more analytical publications and high-touch relationships

Download the report to read the insights in full


Author

Priya Vaidyanathan

Associate Director, Investment Research

Priya has over 17 years of experience in equity research and financial auditing. At Acuity Knowledge Partners, she currently manages client relationship and delivery for leading private banks. She has been with the company for over 14 years and has led teams in sell-side and buy-side engagements. She previously worked at Ocwen Financial Services and as an auditor at Deloitte. Priya is a Chartered Accountant and holds a Bachelor of Commerce degree from Bangalore University.

Annual survey of private wealth managers 2020

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