Survey results to grow your business

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

Originally published at https://www.acuitykp.com.

Author

Priya Vaidyanathan, Associate Director, Investment Research, 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.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Acuity Knowledge Partners

We write about financial industry trends, the impact of regulatory changes and opinions on industry inflection points. https://www.acuitykp.com/