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Private Wealth Managers (2019)
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We are delighted to invite you to participate in our annual survey on trends impacting global private wealth managers.
The survey aims to understand how best-in-class private wealth managers use research within their advisory process to attract and retain client assets, build brand image and comply with regulations such as MiFID II.
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As senior private bankers, your inputs will be extremely valuable to help identify trends and to chart a forward-looking path for the Investment Research practice.
The survey will not take you more than five minutes to complete. We will aggregate responses and publish a report based on the findings. Your responses will be strictly confidential.
PS: Facing challenges to meet growing research product needs and regulatory requirements? Our exclusive white paper analyses the various strategic options available to private wealth managers.
Grab your free copy of the whitepaper >>
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© 2018 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or
their licensors and affiliates (collectively, “MOODY’S”). All rights reserved. |
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