Marketing, reporting, and digital solutions for wealth managers

Time-tested solutions for fund marketing, endorsed by more than 60 asset and wealth managers

Acuity Knowledge Partners provides presales (fund presentations, Seismic support and RFP support), client servicing, and thought leadership, as well as digital marketing solutions to global wealth managers and private banks. Our solutions enable financial institutions to establish a multitude of bespoke offshore support solutions that add value by creating bandwidth for onshore teams to concentrate on strategic initiatives, while reducing operational costs and service silo rigidity. With our time-tested approach of combining experienced and financially adept personnel with industry best practices and technology, we offer a unique customised solution that many leading global asset and wealth managers choose to partner with.



Presales support

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Presales support

  • Fund factsheets

  • Fund presentations, flyers, brochures

  • Fund/collective investment research

  • DTP, infographics, and design support

  • Promotional material and creative collateral

  • Competitor analysis

  • RFP/RFI/DDQ support

  • Seismic and other sales-enablement platform maintenance

Client servicing and thought leadership

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Client servicing and thought leadership

  • Portfolio performance and attribution analysis

  • Client/investor reports

  • Fund, market, and economic commentaries

  • Daily bulletins/newsletters

  • Investor guides and education material

  • MIS, dashboards, and other reports

  • Client query handling

Digital marketing

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Digital marketing

  • Email marketing

  • Web content management

  • Web analytics and search engine optimisation

  • Social media marketing

  • Marketing campaigns and analytics

  • Video production and animation

  • Web audit and design

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