Our Approach
Private Banks and Wealth Managers partner with Acuity to improve AUM by widening research coverage and client outreach, optimize costs, provide bandwidth to their investment teams, strengthen their compliance function and leverage Acuity’s cutting-edge technology solutions to enhance their value propositions.
Acuity’s suite of services helps Private Banks and Wealth Managers work through industry trends including evolving customer requirements, growing use of new technologies, rising competition and cost pressures, and changing regulatory requirements. We have been working closely with Private Banking and Wealth Management clients for close to two decades, offering them bespoke and cost-effective solutions.
Support We Offer
Customer Management
Client acquisitions
Client due diligence including KYC and AML
Client on boarding
Customer relationship management
Investment Research and Advisory
Equity research
Fixed income research
Alternative investments
Funds research
ESG research
Macro and commodity research
Content management
Portfolio Management
Asset allocation
Portfolio construction and balancing
Performance and risk reporting
Data management and operations
Hedging solutions
Lending Services
Securities-backed lending
Real estate financing
Mortgage lending
Financing solutions
Margin financing
Escrow services
Retirement Planning and Wealth transfers
Identification of suitable retirement and insurance products
Customization of retirement solutions
Succession planning for businesses and investments
Background legal research
Assets valuation
Distribution and Advisory
Insights on insurance and mutual fund products
RM support on client insurance needs
Insurance and mutual funds commission sharing reporting
Sales and Marketing
Presentations, pitchbooks and other collaterals
Client reports, MIS and dashboards
RFPs/RFIs
Digital marketing
Content management for platforms/portals
Compliance
Client due diligence and financial crimes process
Investment compliance support
Monitoring and surveillance
Regulatory filing, reporting and other areas of support
Research Content Services
Content writing
Content editing
Graphic design and formatting
Audio/video editing and digital content creation
Research Operations
CRM and data management
Business intelligence
Expense and invoice management services
Corporate access solutions
Operational and research admin services
Automation and workflow management platforms
Aura - Automated Financial Data Extractor
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algorithms.
AI-/ML-based training models/algorithms learn the way you append data and updates financial taxonomies automatically at the back end
Best-in-class lookback referencing functionality that empowers auditors
How we are different
Market leaders
Best quality support
Deep domain knowledge and Experience
One stop shop for Private Banks and Wealth Managers
Flexible engagement model
Industry-leading technology
What we have done
Cross-asset research solution for a European Private Wealth Manager
What we are proud of
USD1
million of annual Saving
50% to 60%
productivity gains
50%
more time to onshore team for value added tasks
Performance and risk reporting support for a UK-based Private Wealth Manager
What we are proud of
USD300k
of annual benefits delivered
20%
more time for revenue generating tasks
20%
more insights generated for internal analysis
Public finance and taxable credit research support to a large Private Wealth Manager in the US
What we are proud of
USD1.2m
Cost savings since inception
c.35%
Release of onshore bandwidth
25%
Increase in coverage universe
Research solution for a European Private Wealth Manager
What we are proud of
USD5
million of annual Saving
50%
faster time to market
50%
more time to onshore team for value added tasks
Our Perspective on Private Banks and Wealth Management
Thank you for sharing your details
Share this on
