Private Wealth Management Services

We are a leading provider of bespoke research to private wealth managers and private bankers, offering solutions across asset classes and PWM business functions

Private wealth management services

Private wealth managers (PWMs) globally face challenges such as margin pressure, operational challenges and regulatory compliance. At Acuity Knowledge Partners (Acuity), we work with PWMs as an extension of their research teams and help build their proprietary research products across equity, fixed income and credit, and funds. We also provide PWMs with integrated solutions in areas such as sales and marketing, portfolio management, compliance and credit risk analysis to improve investment performance, enhance client servicing, attract new client assets and retain assets in the current complex business environment.
We are a deep-rooted financial services franchise, with expertise in regulatory-compliant customised research. We have worked closely with PWM clients for over a decade, offering them bespoke solutions that are cost effective and boost AuM growth.

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Private wealth management services – Support We Offer

Private wealth management services – Support We Offer

How we are different

ONE-STOP SHOP FOR PWMs
ONE-STOP SHOP FOR PWMs
We are a one-stop shop meeting the needs of PWMs. We have deep domain knowledge and experience to navigate all day-to day client requirements including research and advisory, portfolio management, marketing and reporting, digital marketing, presales and marketing, credit risk analysis and compliance support
TRUSTED BY LEADING PRIVATE BANKS
TRUSTED BY LEADING PRIVATE BANKS
We are a leading provider of bespoke solutions to PWMs. Our “greenfield” teams help create new research platforms and differentiation, meet regulatory needs and enhance speed to market
DEEP-ROOTED PWM FRANCHISE
DEEP-ROOTED PWM FRANCHISE
We have longstanding relationships with leading global PWM clients; we help them free up front-office and onshore capacity to focus on revenue growth and franchise building
TOP TALENT
TOP TALENT
Out qualified team comprises CFAs, Chartered Accountants and MBAs, enabling us to offer near-shore capabilities and multi-language support

What we have done

Support for Consulting and Corporate Firms
Research support on non-core cross-asset research coverage list for a European PWM
What we are proud of

Enhanced research coverage with attribution to Acuity

Better leverage for onshore analysts / investment managers

Support for Consulting and Corporate Firms
Cross-asset research solution for a European PWM
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Support for Consulting and Corporate Firms
Centralised marketing and digital marketing team for a boutique wealth manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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