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.