Private Banks & Wealth Managers
Research and analytics across asset classes to enable Private Banks and Wealth Managers to focus on generating investment ideas and other high-impact assignments.
2.5+ Million
Hours of cumulative experience supporting Asset Managers in equities and fixed income & credit securities.
55%
Of global M-cap is accounted by the stocks researched by us.
$700 Billion
Worth of equity assets under management supported, globally.
1,000+
Thought Leadership articles prepared to support Asset Managers in their efforts to reach potential investors and influencers.
Solutions Portfolio
Research and analytics across asset classes that enable Private Banks and Wealth Managers to generate investment ideas.
Research Services |
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Portfolio Analytics & Communications |
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Our Experience
| North America | 50% of market capitalization on which we have written research. ~3,500+ companies on which we have created financial models and/or reports. 2,000+ credit models and notes across investment grade, high yield, and distressed securities. |
| Europe | 60% of market capitalization on which we have written research. ~2,500+ companies on which we have created financial models and/or reports. 1,500+ credit models and notes across investment grade, high yield and distressed securities. |
| Africa | 65% of market capitalization on which we have written research. ~500+ companies on which we have created financial models and/or reports. 100+ credit models and notes across investment grade, high yield, and distressed securities. |
| Middle East | 85% of market capitalization on which we have written research. ~750 companies on which we have created financial models and/or reports. 300+ credit models and notes across investment grade, high yield, and distressed securities. |
| Asia Pacific | 60% of market capitalization on which we have written research. ~2,000+ companies on which we have created financial models and/or reports. 1,000+ credit models and notes across investment grade, high yield, and distressed securities. |
| South America | 40% of market capitalization on which we have written research. ~750+ companies on which we have created financial models and/or reports. 500+ credit models and notes across investment grade, high yield, and distressed securities. |
Looking to increase your investment research coverage while still reducing costs?