Whitepaper

Private wealth management is based on a highly personalized, relationship driven business model, where the quality and depth of services offered to clients form a key differentiator.

Research, which could be an in-house proprietary product or a third-party product, helps private wealth managers (PWMs) to advise clients and determines their level of engagement with clients.

In this whitepaper, we analyze the various options available to PWMs to meet growing research needs and regulatory requirements. We include our experience in partnering with private wealth clients and key benefits of these engagements. Furthermore, we enumerate the benefits a PWM can gain from opting for an in-house research product.

Key Takeaways

Role of research in private wealth management
Impact of MiFID II on PWMs
Strategic research product options available for PWMs
Impact stories and use cases


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