The 2019 Annual Survey of Private Wealth Managers

Insights

Acuity Knowledge Partners conducted a global survey to gather insights on how private wealth managers leverage research to drive their advisory business and also meet regulatory needs. 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

• Over 69% of the respondents considered research as a key driver of advisory revenues.
• 76% of the respondents preferred a research product with an in-depth analysis over having a significant coverage without much analysis.
• 58% of the respondents preferred distributing proprietary research content that would give them a significant competitive edge over third-party research content. This was noted across various product categories such as equity research, fixed income research, and others.
• 35% saw no impact of MiFID II on their business, while 42% saw an improvement in their business.
• 94% of the respondents saw outsourced research support as a cost-effective way of complementing the in-house team and for ramping up and maintaining research coverage.

Download the full report for all the insights.

Authors

Priya Vaidyanathan

Associate Director, Investment Research

Priya 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.

Ramesh Punugu

Co-Head Investment Research

As Senior Director and co-head of Investment Research, Ramesh is responsible for driving profitable growth and ensuring effective client servicing. He also oversees the global research delivery team in China, Costa Rica, India and Sri Lanka.

Ramesh has been with Acuity for over 16 years, holding various positions involving new client onboarding, client solutioning, equity research product management and research delivery across sell-side and buy-side clients.

Prior to joining Acuity, Ramesh worked as a manager with CRISIL’s Knowledge Process Outsourcing business. He also worked as an associate at EY.

Outside work, Ramesh likes travelling and exploring new places.

He holds a Master of Business Administration in Finance from TA Pai Management Institute and a Bachelor of Technology in Mechanical Engineering from the National Institute of Technology, Warangal.

Annual Survey of Private Wealth Managers 2019