Blogs
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Market Analysis, Understanding & Sizing
Without a deep and contemporary understanding of the markets that you operate in, your business and business strategies run the risk of failure. Our Market Analysis, Understanding & Sizing business need is a resource to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources in this important area of business planning and execution.
- Total Solutions146
- Solution Providers69
- Knowledge Resources58
Featured Solutions
London, United Kingdom
Expert Laser – Laser Coach (Masterclasses)
Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
FinTech Strategy
We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Product Development & Governance
Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Godalming, United Kingdom
A Meeting of Minds
A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices. Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key......
Client type
All Solutions
London, United Kingdom
11:FS Pulse
5,700+ curated journey recordings Our handpicked library of user journeys lets you see how top financial brands from around the world are solving their UX challenges. Expert analysis and scoring Our team of experts analyse each journey in detail and score it based on usability heuristics, so you can see what good looks......
relevant regions
London, United Kingdom
Access to Economists
Any client can call us to ask for more information on any macroeconomic topic they wish, and we will always try to help as quickly as time and capacity allows. But to secure that more bespoke service on a regular basis, some clients choose to add a number of economist......
London, United Kingdom
Advice & Research
Albourne is committed to: Non-discretionary advice Fixed fee pricing Independence Albourne believes in promoting alignment and avoiding conflicts...
relevant regions
Singapore, Singapore
AFFLUENTIAL Wealth Report 2020
Some of the topics covered in the report include: Wealth levels Source of wealth Asset allocations Investment profile and priorities Criteria to choose wealth management / bank / credit card and insurance brands Brand positioning Sustainable investing Investments of passion Millionaire segments and profiles Banking needs VIP privilege & credit card needs Insurance needs Wealth management needs Wealth inheritance needs Digital vs Face-to-Face servicing preferences Expectations......
London, United Kingdom
AltAssets
We believe that global economic growth is, at its heart, driven by entrepreneurial activity, which needs support, commitment and investment from a vibrant and efficient private equity industry. We support and promote the industry by serving its information needs and by facilitating a worldwide interactive community. A platform for the global......
relevant regions
Paris, France
Analytics
A beautiful dashboard fully adaptable to your employees' needs An AI-powered platform to access advanced data in your industry An open architecture to connect with your CRM, ERP, CMS, Database, etc. A marketplace of the best tools and researches on the market A wide range of powerful features to stay ahead of the market Visualization......
Atlanta, GA, United States
Asset Allocation Modeling
Asset allocation is among the most important decisions that investors make. Asset allocation has an important role in a portfolio’s long-term return. We believe that modeling the asset mix is one important tool in determining an investor’s long-term strategic asset allocation. LCG’s approach to helping clients make asset allocation decisions......
relevant regions
Atlanta, GA, United States
Asset/Liability Analysis
Asset allocation decisions need to be made with a clear and thorough understanding of the liability while also considering the goals and objectives of the organization. We maintain our own internally-developed, proprietary systems to conduct asset/liability studies using data from our clients’ actuaries. LCG’s asset/liability studies consider the following: Current and......
relevant regions
Chicago, IL, United States
BamSEC by Tegus
Round Out Your Research As part of the Tegus family, BamSEC makes comprehensive investment and go-to-market research fast and easy. Download tables in documents, link key financials to your own model, and smart search through thousands of publicly available documents and filings. Instant, Comprehensive Search View all references to your search term across......
relevant regions
Münster, Germany
Banking Consulting
The market for private wealth banking remains an attractive business segment — and thus, it is also highly competitive. Regional and global banks have gained significant market shares in recent years and strive to incorporate the circle of wealthy private investors in their customer base. 20 percent of the liquid assets are......
relevant regions
Denver, CO, United States
Beacon Strategies Research & Education
Our methodology weaves together requirements, process, technology and people to deliver actionable and scalable coaching recommendations to our customers. We bring to our customers a dedication to only the enterprise wealth management space, where our knowledge and experience is industry wide, and a mile deep....
relevant regions
London, United Kingdom
Benchmarking
Our benchmarking studies focus on comparable cost, performance and capability metrics across a range of functions to give clients invaluable insight into their relative cost and performance profile. Our tools help clients collate, normalise and analyse data to make impartial, data-driven observations and recommendations. Our research covers investment operations, transfer agency,......
relevant regions
London, United Kingdom
Benchmarking
Each area provides the practical steps that enable our clients to improve their business performance. Fees and other financial costs assessment Mid-term outsource benchmarking Oversight and governance Prevailing best practice contractual protections Service standards and effectiveness ...
relevant regions
London, United Kingdom
Bespoke Research
Examples include: defining compensation strategy, identifying fee structures of peer businesses and modifying your own structures, identifying cost saving opportunities and comparing the main drivers of front office productivity. Compeer’s unique research can also underpin the development and execution of a company’s growth strategy for the wealth management sector....
London, United Kingdom
Bespoke Research and Strategic Consulting
Our consulting projects are based on credible research. This may be commissioned on a bespoke basis or drawn from existing data that we hold to support the many investment distribution reports that we publish. Research is typically conducted on the following groups: Platforms (advised, direct and institutional) Investment technology providers Discretionary fund managers and......
relevant regions
Sydney, NSW, Australia
Big Data and Business Analytics
When designing the research, we facilitate the embedding of insights throughout the organisation and provide implementation utility via an end-to-end service. Our experience means we have solutions to deal with typical ‘kinks’ in the insight chain – such as data extraction and use of multiple technological platforms. The promise of big data......
New York, NY, United States
BoardEx
Find tomorrow’s leaders today. Access detailed profiles of more than 1.6 million executives across 2.1 million organizations, which gives you insight into key decision-makers and industry-leading trends. Database built by humans 400 global researchers update, expand and maintain our database daily. Our quality assurance process is second to none, and our research......
relevant regions
New York, NY, United States
Boardroom Insiders
Our database of 30,000+ detailed executive profiles has become a go-to resource for enterprise sales and marketing teams, with information on everything from personal interests to business priorities. Elevate the impact of your pitch today. Database built by humans People are the key to our success. Our research team includes former business......
relevant regions
London, United Kingdom
BrandVue Financial Services
Covering retail banking, loans, credit cards, insurance, mortgages, investments and FX, the BrandVue dashboard gives you clarity on exactly what drives brand performance in the marketplace and how to improve it. You benefit from: A stronger brand - benchmark brand perceptions to make yours stand apart Improved CEX - discover what drives and improves......
New York, NY, United States
Briefings
Receive daily, personalized client-only newsletters that answer the questions most critical to your business, delivered straight to your inbox. Key Benefits Our daily updates are paired with data and analysis from forecasts and research reports to provide you with relevant information needed to plan both your immediate and long-term future. Our Briefings......
relevant regions
London, United Kingdom
Business Performance Benchmarking
Our benchmarking services are outlined below: Annual and quarterly benchmarking service Approximately 50% of the industry (80+ firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms’ data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise: The annual report......
London, United Kingdom
Business Planning
We work alongside management teams to assist them in developing their business plans. Whether it is post-acquisition planning or a five-year strategic growth plan, we work closely with business leaders to support them in achieving their goals....
relevant regions
New York, NY, United States
CB Insights Platform
CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future. Our machine learning technology mines vast numbers of unstructured documents such as patents, earnings......
relevant regions
Boston, MA, United States
Cerulli Edge Series
The Cerulli Edge, our unique suite of twelve periodicals, provides our clients with ongoing access to our latest analysis and research on topics of interest to them. Subscribers receive a complete glossary of relevant terminology alongside these publications. Cerulli Edges are available by individual issue or annual subscription. Purchase includes: Digital copy and hardcopy in color Distribution to......
Boston, MA, United States
Cerulli Lodestar
Cerulli Lodestar is a unique offering of dynamic charts and visual displays that quickly allows users to answer important questions by interacting with custom filters. It provides unparalleled access to data that goes far beyond what's available in Cerulli publications. It’s the same tool that our analysts use to create......
relevant regions
Boston, MA, United States
Cerulli Report Series
Annual reports span Cerulli’s core practice areas and are comprehensive sourcebooks with metrics and data for business planning and strategic development. Annual reports are subscription-based and include complimentary access to additional related Cerulli Reports. Cerulli Reports are the most trusted source for comprehensive data and analysis of the global financial services industry. The......
relevant regions
New York, NY, United States
Charts
Easily find the right data point to frame a decision or build the ultimate deck with our iconic charts, which leverage our proprietary data and thousands of vetted third-party sources to provide you with quick takeaways on the most important industry trends and topics – all to help inform your......
relevant regions
London, United Kingdom
Commercial Due Diligence
What We Do We help investors and management teams get the deal done right and increase multiple For two decades, Armstrong has been giving UK and international private equity mid-market funds, debt providers and corporate investors conclusive Commercial Due Diligence based on deep understanding of a business and its marketplace. We never......
relevant regions
London, United Kingdom
Commercial Intelligence
Commercial intelligence Sector analysis Stakeholder & competitor mapping Intelligence on bidding dynamics ...
relevant regions
London, United Kingdom
Commissioned Projects
Our clients benefit from our project consultants wealth of experience in applying economic reasoning to tackle real issues. Our clients’ challenges are broadly either internal or external: Internal – shining economic light on all aspects of strategic business planning to support board and senior management decisions External – economic evidence to influence customers, employees,......
Sydney, NSW, Australia
Consulting
Our leadership team are adept at providing consulting services to clients who are looking for more than just a research solution to their problem. We are here to help you action the research findings to drive business growth, whether that be through strategy and business planning, strategic communications, staff training......
San Francisco, CA, United States
Consulting
You are running a great firm. You’ve made the right decisions to get it to where it is today. And you are ready to take it to the next level. You know what needs to be done and realize some extra help from a strategic consultant would be a good idea. We......
relevant regions
Chicago, IL, United States
Consulting
PMC provides in-depth consulting to guide advisors through the various decisions involved in building an optimal portfolio. PMC can also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met. CIO Support and Investment Consulting Services On top of managing and growing an advisory business, understanding and......
relevant regions
Lake Forest, IL, United States
Consulting and Custom Research
Spectrem's in-depth knowledge of the wealth management, retirement and investment markets enables our research team to quickly understand your business challenges and design the appropriate custom research methodology to provide key insights to solve your challenges. Our full range of capabilities include: Qualitative research One-one-one in-depth in-person or telephone interviews Focus groups Small group......
London, United Kingdom
Consulting Services
We also undertake bespoke work and consultancy projects. We have experience of helping clients across a wide range of areas including strategy, product development, market analysis, entry strategies etc. ...
relevant regions
Bristol, United Kingdom
Corporate Investigations
We help our clients successfully comply with regulations, review acquisitions, screen partners, on-board clients, hire the right people and protect their reputation. Our findings provide assurances and insights into reputational, integrity and compliance risks and help businesses understand and avoid any potential exposure. Our services are tailored to the precise needs of......
relevant regions
Sydney, NSW, Australia
Customer Acquisition
CoreData has been conducting shadow shopping research since 2003. Through the process, we collect first-hand feedback from customers on their experience and deliver cutting edge reporting to drive business efficiency and profitability – while at the same time helping companies to reduce reputational and legislative risk. We provide detailed feedback to......
Sydney, NSW, Australia
Customer Experience
We have developed several proprietary tools to gauge customer satisfaction and engagement that go beyond the two-dimensional approach employed by most market research firms. We’ll also help you map the customer journey map, documenting the customer experience from their perspective and providing you a framework for understanding the way your customers......
Cambridge, MA, United States
Customer Experience Advisory
A laser focus on customer experience (CX) is the best path to business success. It requires adapting to a customer-led market and creating an engine to sense and respond to the nonstop changes in customer sensibilities, behaviors, and expectations. This is not altruism but an economic engine of growth. Forrester has the......
relevant regions
Cambridge, MA, United States
Customer Insights Advisory
Customers are disruptive. Restless, digitally savvy, intolerant, and free-spirited, they are driving profound change in what businesses are and how businesses work. There is no single archetype; this is now about anticipating customers at the human and emotional level. Winning requires customer insights and conviction that eclipse your previous understanding. Attitudes and......
relevant regions
Paris, France
Custom Market Analysis
In industries that target the wealthy, firms must decide when to enter new markets and when to restructure their existing market footprints. How do you know where to best focus your firm’s investments? Regardless of the operating environment, companies are always […] Capgemini’s custom market-sizing analysis–based on robust financial modeling–provides a......
relevant regions
Boston, MA, United States
Custom Research
Cerulli's custom research offers tailored access to our industry-leading research process. Options include: Internal thought leadership papers Custom compilations of existing Cerulli data Whitepapers for public distribution Custom surveys and analyses leveraging Cerulli's research network and survey engine ...
relevant regions
Toronto, ON, Canada
Custom Research
Our custom researchers are ready to mine our data to answer your specific questions and to design a research approach that will give you reliable answers. We are skilled in a variety of market research methods including consumer surveys, attitudinal customer segmentation, market modelling and forecasting, and econometrics / discrete choice /MaxDiff......
relevant regions
London, United Kingdom
Data Collection & Analysis
Through our in-house data collection experts, audience access consultants and proprietary technology, we can satisfy all of your research fieldwork needs, including: Survey design Survey programming and hosting Translations and coding Audience access Advanced statistical analysis techniques Data processing Data visualisation How we can help Survey design & scripting: tailored to your insight objectives Audience access: reach any audience, anywhere, easily Data visualisation......
relevant regions
Sydney, NSW, Australia
Data visualisation
Our infographics and animations bring the research findings to life, telling a narrative and connecting with people in a more compelling way than what’s possible through traditional mediums. Many of our clients use data visualisation to drive their SEO content strategy, optimising organic search results and helping them to reach a......
London, United Kingdom
Toronto, ON, Canada
Digital Wealth Management Research and Advisory Service
Our FinTech Wealth Research & Advisory Service delivers quarterly reports which benchmark and track consumer and supplier insights related to automated digital wealth management over time. Our reports provide timely and relevant analyses that surface unmet needs, evaluate current market participants, and provide in-depth discussion and implications of key results. ...
relevant regions
Sydney, NSW, Australia
Direct Equity Research
What should I buy? Our overall Approved or Not Approved rating allows you to determine which shares should be considered for inclusion in your portfolio. Why should I buy it? Each shares is given an income and growth rating that enables you to determine how the share can be used to get exposure to different investment styles. When should I buy it? The......
relevant regions
Bratislava, Slovakia
New York, NY, United States
Dow Jones Curation Services
Each of Dow Jones’ unique curation offerings is powered by subject matter experts who compile the world’s most relevant content for you, according to your personal business needs. Whether you need to stay updated on positive or negative news being published about your own company, the latest articles on your......
London, United Kingdom
Due Diligence
Enhanced due diligence - third-party due diligence - cyber due diligence Due diligence delivered by Control Risks benefits from a global team of highly technical investigative professionals. Our global footprint includes investigative teams, specialist researchers and on-the-ground sources, giving your organisation the ability to make informed decisions. Enhanced due diligence Our compliance, forensics......
New York, NY, United States
Due Diligence Services
Comprehensive expert analysis Eurekahedge, through its extensive global network of consultants and analysts, offers comprehensive operational / risk due diligence report services on hedge funds enabling institutions, fund of funds, advisors, endowments, foundations and family offices to evaluate whether asset managers meet operational best practice. Consistent in-depth ranking and scoring Utilising a proprietary......
relevant regions
London, United Kingdom
ESGCLARITY
We serve asset owners, discretionary fund managers, multi-managers and financial advisers through daily newsletters, a bi-monthly digital magazine and our website which houses articles, videos and our podcast series, ESG Out Loud. Through these digital platforms we keep our audience up-to-date on the latest industry trends, developments and data. We geographically target......
relevant regions
Madrid, Spain
London, United Kingdom
ETF Stream
Our international team of journalists cover all the new issues, highlight the people moves, and track the industry’s rapid growth. We’re also dedicated to educating the investor and advisor – our events, guides, features, analysis and data help explain the ETF industry to a wider audience....
relevant regions
London, United Kingdom
European Fund Distribution
Identifies changes in fund distribution across Europe to inform distribution strategy. Covers investment platforms and their influence over fund distribution, as well as analysis of the fund distribution dynamics in the main jurisdictions....
London, United Kingdom
Events & Seminars
The audience at each conference is filled with senior professionals and executives from wealth managers, private banks and stockbrokers, providing excellent networking opportunities as well as in-depth detail on the event theme from our presenters....
London, United Kingdom
Exit Preparation
What We Do We work with mid-market management teams helping them prepare for investment or sale. Your growth story needs to reflect the full potential of your business. We’ll help you to tell that story and build the evidence to support it. There’ll be no surprises with Armstrong acting as your......
relevant regions
London, United Kingdom
Expert Investor
Portfolio construction is as much art as it is science, so Expert Investor delivers a weekly, regionally targeted bulletin to ensure fund buyers and asset allocators are up-to-date with the latest views on asset classes, economic developments, M&A deals, fund launches and expert views. In addition to our editorial website......
relevant regions
London, United Kingdom
Family Office Database
Highworth’s global single family offices ex-USA Detailed profiles during a subscription year of 1,100 single family offices in 51 countries outside the USA Highworth’s single family offices in EMEA Detailed profiles during a subscription year of 800 single family offices in Europe, Middle East & Africa What types of single family offices do we......
relevant regions
London, United Kingdom
FinTech Data and Research
We have a unique collection of startup data, market data and use cases on the fintech ecosystem, which we use to deliver insights through a wide variety of offerings Monthly research updates You can subscribe to Burnmark’s monthly research reports, that provide you with updates on everything from market size changes to......
relevant regions
New York, NY, United States
Forecasts
Develop your business strategy and forecast growth opportunities with key data points on where your market is headed. Sound Methodology Insider Intelligence forecasts provide a holistic perspective because of our unbiased, multi-source methodology. We analyze over 3,000 sources to minimize the restraints of each research methodology to the lowest degree. Here is......
relevant regions
London, United Kingdom
Fund Selector Asia
Fund Selector Asia reports on a wide range of issues essential to our audience in Greater China and Southeast Asia. A daily newsletter and an editorial website provide analysis of product launches, industry trends, strategy views, fund flows, ESG developments, people and business moves, and regulatory changes. Key features include......
relevant regions
London, United Kingdom
Growth Strategy
We have extensive experience helping businesses identify and prioritise the best opportunities for growth. This could involve evaluating pricing, assessing new product development and routes to market, or examining brand positioning and customer satisfaction....
relevant regions
London, United Kingdom
HNW and UHNW Client Base Analysis
In a market with more multi-banked individuals and where loyalty is weakening, we help firms to shape a rigorous approach to generating growth from existing relationships. Our teams define, pilot and implement client insight programs which deliver an immediate ROI to the institution from new opportunities and increase in clients’......
relevant regions
London, United Kingdom
Index Design and Strategy
We provide on-demand research, design and development resources for clients considering new indices or index-based products. We do this by leveraging our expertise. During our decades of experience in index design and governance, we have discovered a number of crucial elements that are key in the successful launch of indices –......
relevant regions
London, United Kingdom
Industry & Competitor Reporting
The UK Wealth Management Industry Report examines the aggregated business performance of investment managers, private banks and private client stockbrokers, and includes the underlying data in Excel and briefer quarterly updates for the following year. The report is derived from questionnaire data we receive as well as relevant public domain......
New York, NY, United States
Industry KPIs
Leverage benchmarks for optimized budget planning, justification, and success. Why Industry KPIs Guide your budgeting and planning process amid macroeconomic turmoil Third-party validation of industry trends, consumer behavior, and channel performance Justify your investments Benchmark your performance 30+ data sources contribute to Industry KPIs Save countless hours currently spent curating and vetting KPIs and get right to......
relevant regions
Edinburgh, United Kingdom
Insight
Looking for key stats on gross and net flows, wrapper splits, customer numbers and AUA? It’s here. Want to drill down into proposition detail? It’s here – in more depth and presented more accessibly than anywhere else. And want to know how platforms are addressing the issues of the day?......
London, United Kingdom
Insight & Market Intelligence
.Reports include: UK adviser software market assessment Who’s who in digital advice The future shape of workplace ...
Paris, France
Insights
A knowledge center to manage all your reports and market studies Receive custom weekly digest on what matters the most to you Alerting system to keep up with the latest company news A live chat with our team of specialist to request market data News monitoring to be informed before your competitors Participative dashboard to......
Boston, MA, United States
Insights and Advisoy
Coverage areas include Banking & Payments, Insurance, Securities & Investments, as well as cross-industry risk domains such as Cybersecurity and Fraud & AML...
relevant regions
London, United Kingdom
International Adviser
Good, flexible financial planning can be the difference between retiring at the age of 55 or 65. It can determine how comfortable someone can be in retirement and how much they can pass on to their children. International Adviser is dedicated to keeping financial advisers across the globe abreast of......
relevant regions
London, United Kingdom
Investment News
We connect buyers and sellers who are decision makers in the financial services industry and influence over US$23 trillion in AUM. InvestmentNews’ platforms include a premium magazine, digital solutions, lead generation, events, research, video, podcasts, and newsletters. In addition, we have a number of targeted microsites including RPA Convergence, ESG......
relevant regions
Boston, MA, United States
Investment & Wealth Management
The wealth management, investment management and life insurance industries across the Western world are in a state of seismic change, just as the wealthiest generation of our times ― the baby boomers ― enters retirement. Combined with the needs of this ageing population, regulation in all guises ― including RDR......
relevant regions
Paris, France
Learning
A learning expedition to assist you at every stage A live chat with our team to receive tips and support An AI-powered personal assistant to train you to FinTech An intuitive interface that is adaptable to your level of expertise Sharing tools to create synergies between employees A matching system to filter non-relevant data sources ...
Singapore, Singapore
LuxeTalk - Affluent and HNW Community
Through our collaboration with luxury concierge and event companies as well as publishers and media, we build our LUXETALK Community of affluent and HNW individuals. These respondents come with opinions on products services they have used in the past and purchases they expect in the future. Having information to keep up......
London, United Kingdom
M&A
How we work with clients: Ideation through to implementation, encompassing strategic support, due diligence, value creation and implementation for both buyers and vendors. Our capabilities span: Pre-deal services - market scanning, due diligence & integration planning, synergy case development Post-deal services – post-merger integration, pre-completion taking control, realisation of operating cost synergies ...
relevant regions
London, United Kingdom
Market Entry
Whether launching a new product or entering a new geographical region, our work may involve sizing a market and evaluating its growth potential, mapping the competitive environment to understanding where the white space lies, or surveying potential customers in that market to evaluate the need....
relevant regions
London, United Kingdom
Market Entry Consulting
Market entry assessment - business restructuring - country profiling and benchmarking - competitor intelligence - due diligence - political and economic risk consulting We combine global investigative and analytical expertise with a highly practical understanding of how businesses can navigate the challenges of working in unfamiliar markets. Market entry assessment Supported by our......
London, United Kingdom
Market Entry (Software Vendors & Service Providers)
We have advised several vendors and service providers on how they might expand their presence either into the UK Wealth Management market or from the institutional sector into wealth management. We have assisted our clients in many ways: Conducting a functional gap analysis, e.g. the functionality needed for UK tax wrappers......
Sydney, NSW, Australia
Market Indexations
Our market indices allow you to benchmark particular consumer behavioural traits and attitudes over time, helping you monitor the changing sentiment or financial health of the broader market. These changes may have strategic implications for your business, but the indices can also be used to start a conversation in the market......
Sydney, NSW, Australia
Market Segmentation
Using multivariate analysis techniques such as cluster analysis we are able to develop advanced market segmentation systems that reveal tribes whose members demonstrate strong similarities to each other, yet are markedly different from other tribes. The differences in behaviour and perspective among these tribes needs to be understood intimately – which......
London, United Kingdom
Media
At 11:FS we’re building a media company for financial service professionals fit for the digital age. 11:FS Media publishes new content on a daily basis, across audio, video (recorded and live streamed) and written, distributed through multiple digital platforms. This content is consumed by hundreds of thousands of people a month,......
relevant regions
Lake Forest, IL, United States
Millionaire Investor Confidence Index
The Spectrem Affluent Investor Confidence Index (SAICI)® and Spectrem Millionaire Investor Confidence Index (SMICI)® gauge the investment confidence and outlook of households with more than $500,000 and more than $1 million of investable assets, respectively. Each index explores investors' attitudes regarding economic outlook, hypothetical investment preferences and actual investment intentions for the coming month. The......
London, United Kingdom
MillionaireVue
Savanta’s MillionaireVue, a new quarterly-run omnibus focused on millionaires, covers three of the world’s main wealth markets – UK, United States and China and offers brands the opportunity to access and understand millionaires across the globe. Our team of wealth experts draw upon the knowledge of 500 HNWIs in each core......
relevant regions
Philadelphia, PA, United States
Mixed-Methods Research
Global surveys Working with worldwide research panels, we can reach executives in any country, industry, and size of company, as well as their B2B, B2C and B2G customers. Executive interviews Our global network of editors are skilled in interviewing top executives across industries and countries, as well as experts, futurism and academicians Quantitative analysis We apply......
Lake Forest, IL, United States
Newsletters and Content
Spectrem’s research and strategic insights are also available in the form of monthly newsletters, custom publications, and a library of topical articles. This content can be licensed for use in both internal and external publications. Our content is also available for use on internal or client websites and other communications. The......
London, United Kingdom
NextWealth
At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth. Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and......
relevant regions
London, United Kingdom
Omdia Ask an Analyst
Omdia’s Ask an Analyst enables you to connect with our analysts to explore your research and data in more detail. Examples of popular questions: Could we schedule a call to discuss the latest market and competitor trends? Can the analyst share further insights into the forecast scenarios? Could we arrange a time to discuss......
relevant regions
London, United Kingdom
Omdia Consulting
Where to play Identify new markets, strategize for growth, prioritize investments What to build Foresee demand, craft a unique value proposition, test the market How to win Segment, message, and reach your target audience Where to play Omdia allows you to strategize for tomorrow and accurately identify, assess, and size growth opportunities, with a forecast for how......
relevant regions
Sydney, NSW, Australia
Performance Benchmarking
Our performance benchmarking provides you with two key reference points against which to measure yourself – those you compete with for business, as well as the broader market in which you operate. CoreData has the skills and experience to highlight your relative position in the market over time by reliably benchmarking......
Seattle, WA, United States
PitchBook Institutional Research Group
Get independent private market research that puts investors first Risk is inherent in the private markets and our Institutional Research Group is here to help you navigate the entire investment process. Our best-in-class research is built on sophisticated methodologies and frameworks that help you gain the conviction you need to successfully......
relevant regions
London, United Kingdom
Political and Economic Risk Consulting
Political and economic analysis and forecasting - scenario analysis and strategy consulting - political risk governance programmes Awareness of political and economic risks is the foundation of your organisation’s resilience: they are the drivers of most other risks. Consulting, analysis and forecasting Control Risks has an unrivalled global team of political risk analysts who,......
London, United Kingdom
Portfolio Adviser
Our twice-daily news bulletins, monthly print magazine and comprehensive schedule of educational guides, deliver news, insights, commentary and analysis to the UK’s fund buyers, asset allocators and portfolio constructors. Our audience relies on the website and magazine for updates on asset allocation, fund selection, portfolio construction, the latest investment ideas......
relevant regions
Sydney, NSW, Australia
Predictive Analytics
This means we can help you pre-empt who you should be talking to – about what, and how – before they leave or make a purchase decision elsewhere, ensuring you are fully unlocking latent demand for your products and services. Using statistical techniques such as predictive modelling and data mining, CoreData’s......
London, United Kingdom
Private equity research
Source deals, understand markets The PE landscape is more competitive than ever before, with an abundance of ‘dry powder’ chasing fewer deals in global jurisdictions. PE investors need to quickly understand the market opportunity associated with a deal in order to ultimately make the right investment decision. Working with clients across the deal......
relevant regions
Sydney, NSW, Australia
Product or Concept Testing
To prevent you from investing time and money in a concept or product that doesn’t resonate with your target market, CoreData will test it for you. After evaluating what it is you are testing and determining the best environment to test it in – whether this be with stakeholder consultation, in......
New York, NY, United States
Prospect Identification
WealthQuotient relational mapping identifies the totality of your accessible target market. We manually identify the qualified prospects in the relational networks of your clients, donors and other centers of influence. This “inward out” mapping ensures the prospects we identify are simply a referral request away and represents your organizations lowest hanging fruit. Typical approach Relational......
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London, United Kingdom
Public equity research
Information overload challenging markets Equity investors are finding it increasingly more difficult to generate alpha. As a result, investors are looking for equity managers with unique offerings that satisfy specific needs. Evaluate new ideas monitor existing holdings No matter whether they are developing or revisiting an investment thesis, testing model inputs or tracking company......
relevant regions
Athens, GA, United States
Red Rock Advice & Consulting
We offer a full range of enterprise consulting solutions that work together to form a comprehensive, end-to-end solution with the scalability and vision to help. Leadership Strategic advice Practice evolution Maximizing human capital and team performance Business transition planning Our offerings Leadership The effectiveness of a leader is defined by the quality of the results they produce. Our......
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New York, NY, United States
RelSci
Our platform helps you uncover the most valuable human connections to drive your business forward. Find the right prospects The right connections get you closer to the right prospects. Our database of 10 million people across 2 million organizations gives you the insights you need to build high-value relationships. Never miss a move Daily......
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New York, NY, United States
Reports
The Value of Insider Intelligence Reports One of the biggest advantages Insider Intelligence clients receive through our reports is agility. We craft our reports to provide clients with the data they need, when they need it, to make decisions allowing them to adjust and adapt to changing market dynamics. Furthermore, these......
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London, United Kingdom
Research
Our research includes strategic insight to support business case development and focused investment, and white papers in support of our clients’ marketing initiatives. Capabilities assessment Competitive analysis and positioning Industry trends Market entry opportunities White papers ...
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Chicago, IL, United States
Research
PMC applies qualitative due diligence and quantitative expertise to identify and monitor best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle. Manager Research and Due Diligence Process PMC’s research and due diligence process is thorough but straightforward. We developed a multi-step approach to identify top investment......
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London, United Kingdom
Research & Benchmarking
Our Quality Analyser research system will: Demonstrate the strength of your proposition Highlight any areas that require tactical focus Understand your competitors offerings in context Assist in winning new business Help retain clients Plan your future development roadmap ...
Basildon, United Kingdom
Research & Benchmarking
We benchmark platforms, asset managers, DFMs and SIPP providers based on a range of metrics including our Financial Stability Rating™ designed to support adviser selection process and inform provider’s business planning. Our Guide to Advised Platform is very popular with providers looking to gain a deeper understanding into the viability of propositions in the......
London, United Kingdom
Research & Consulting
Smart techniques which look further and deeper Sector expertise to design and interpret research in context Planning mindsets to decipher meaning from information Business acumen to drive action from insight With our Research & Consulting, you can: Devise customer-centric strategies Launch category-leading products and services Build powerful brands and marcomms Inspire customer loyalty ...
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Boston, MA, United States
Research Councils
Datos Insights Executive Councils are free, moderated, knowledge-sharing communities for specialized groups of senior executives, domain leads, and managers in their particular industry. Members participate in private studies, events, and networking opportunities with their peers. Membership is open to Datos Insights clients and to approved guests from non-client companies. Corporate Banking......
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London, United Kingdom
Research for financial companies
Our ambition is to offer best in class coverage of global financials. Autonomous has more than 25 publishing analysts covering more than 230 stocks across banks, insurers, diversified financials and fintech stocks. We seek to marry the big picture macro and thematic trends with bottom up stock picking – we......
Basingstoke, United Kingdom
Research Services
Our research offering We offer four main services: Pay-as-you-go research - Quick and convenient, our pay-as-you-go service enables you to purchase just the research you need straight from the ResearchStore page. Corporate subscriptions – This is the most cost-effective way of gaining access to a larger number of research pieces. You can subscribe by topic or stream,......
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Basingstoke, United Kingdom
ResearchStore - Fintech & Payments
Research areas AI in Fintech AI in Retail Alternative Lending B2B Money Transfer Banking Automation & Roboadvisors Blockchain Blockchain Enterprise Survey Blockchain for Financial Services Commerce Survey Contactless Payments Digital Banking Digital Commerce Digital Commerce Coronavirus Analysis Digital Commerce Regional Analysis Digital Domestic Money Transfer Digital Identity Digital Money Transfer & Remittances Digital Wallets Direct Carrier Billing Fintech Futures Future In-Store Retail Technologies Insurtech International Digital Money Transfer IoT in Finance Mobile & Online Remote......
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Paris, France
Sigma Map™ & Framework
The risk management maturity of an organization is measured along six distinct components which allow firms to manage their risk profile. ...
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Stamford, CT, United States
Strategic Advisory
How Can We Help? At Cognivo, we have become the go-to experts for financial institutions, providing clear and concise guidance on how to leverage cutting-edge technologies to optimize operations, enhance client and investor experiences, and minimize risk. Through in-depth assessments of the institution’s technology landscape, market trends analysis, and regulatory insights, we......
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London, United Kingdom
Strategic and Business Intelligence
Political and economic risk consulting - political and economic analysis and forecasting - scenario analysis and strategy consulting - business intelligence Strategic and business intelligence from Control Risks supports you when you are seeking markets and growth opportunities that align with your organisation’s risk tolerance, and reinforce brand and shareholder value. Our combination......
London, United Kingdom
Strategic Intelligence
Strategic intelligence Market entry / exit Political analysis Government relations & advocacy ...
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Chicago, IL, United States
Strategies that build shareholder confidence
A decade of volatility in the financial services industry and the global economy at large have brought to the forefront the need for clear and explicit strategies. Higher capital requirements for financial institutions make investors more selective; investors will readily discount financial institutions with unclear strategies, questionable portfolios, or perceived......
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Baar, Switzerland
Studio
Curated for you Charts - Monitor on-chain activity with live updates directly from the network Dashboards - Observe key market themes and movements with our curated collection of charts Workbenches - Gain deeper insight using our suite of formulas to apply custom calculations Quick Access Recents - Take a look at your recently viewed metrics Favourites......
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Pune, India
Syndicate Research
Each report provides in-depth analysis on the topic and discuss drivers, restraints and opportunities available in the market. The service is designed to help our clients in their decision support system. The analysis also covers the complete spectrum of the research topic to help our clients meeting their business objective....
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Chicago, IL, United States
Tegus Call Services
Expert Insights You Can Trust Don’t settle for calls lead by analysts hired by the expert network or tenuous compliance practices. We pride ourselves on delivering world-class call quality, best-in-class compliance, and calls without a markup. Custom Recruiting for Every Project Instead of stale databases, we leverage dynamic platforms like LinkedIn, Google, and......
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Chicago, IL, United States
Tegus Platform
Stop Spending Time on Tasks That Should be Automated Tegus is the only end-to-end research platform that streamlines access to public financials while making it easy to understand customer perspectives, competitive landscapes, core business challenges and the drivers behind company data. Unmatched Access to Proprietary Insights Tegus is the only platform hosting 5+......
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London, United Kingdom
The Financial Services Forum
Keeping up-to-date with current trends and changes across marketing and financial services is vital in this fast-moving business environment. The Financial Services Forum gives senior marketing executives, and their teams, access to weekly events and online resources, to keep you informed. We tackle the latest trends affecting our industry, covering all......
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London, United Kingdom
The UK Sales Accelerator
The UK Sales Accelerator service is designed for technology firms, primarily start-ups, scale-ups and overseas market entrants, wanting to enter or grow in the UK wealth management sector. Working in partnership with MDWG Consulting, a UK-based sales consulting firm, the UK Sales Accelerator tackles the sales challenges faced by many......
London, United Kingdom
The WealthTech Landscape Report Series (WTLRs)
The Wealth Technology Landscape Report Series (WTLRs) takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the......
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Paris, France
The World Wealth Report
Capgemini is a global leader in consulting, digital transformation, technology, and engineering services. The group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables......
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Singapore, Singapore
TrendLens 2020
A complete insights and research program designed for marketing and insights teams and C-level executives to understand the latest trends on affluent and HNW consumers when it comes to their finances, and buying luxury goods (fashion, cosmetics, jewellery, watches, alcohol), and travel and in key markets. Phase 2 interviews conducted in June/July......
London, United Kingdom
UK Adviser Platforms
Analysis of platform data, technology, pricing and adviser sentiment. We plot trends in the adviser platform landscape and analyse performance based on AUA, sales and the views of financial advisers....
relevant regions
London, United Kingdom
UK D2C
Quantifies the growth of online investment distribution and how self-directed investors access services. We analyse direct platforms and a wide range of non-platform direct-to-consumer services....
relevant regions
London, United Kingdom
UK Financial Advisers
Developments and trends within the UK financial advice market. Individual reports focus on key topics and include insights on the attitudes and behaviour of financial advisers....
relevant regions
London, United Kingdom
UK Wealth Management
The structure and trends of the wealth management market, including direct distribution to private clients and via third-party advisers. Analysis of wealth management firms helps to identify opportunities and threats, as well as supporting strategy and proposition development....
relevant regions
London, United Kingdom
Value Creation
What We Do We help you accelerate growth We work with mid-market companies to understand how they can realise new value and, using our tried and tested tool kit, we help them deliver it. With deep experience in digital transformation and innovation, our approach reflects that of the world’s most successful tech......
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Lake Forest, IL, United States
Wealth and Retirement Research
Spectrem continually fields research to provide in-depth information regarding investors, plan sponsors or other entities engaged in the investment and financial services industry. In addition to our wealth market research, Spectrem also interviews a significant number of defined contribution plan participants on a quarterly basis to produce our syndicated retirement research....
New York, NY, United States
WealthEngine
This comprehensive database helps both the commercial and nonprofit clients elevate their campaigns, expand audiences, decrease acquisition costs, and increase revenue. Find wealthy prospects Extend your reach and grow your prospect pipeline. Professionals across industries leverage our wealth intelligence solutions to fuel strategies and ignite connections. Personalize your Campaigns Prioritize and personalize outreach in......
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Costa Mesa, CA, United States
Wealth Insight Attributes
Wealth Insight Attributes™ provides a multi-dimensional view of micro-neighborhood household wealth, investment portfolio, credit, automobile ownership and marketing characteristics giving financial organizations unprecedented insight into consumer trends and market opportunities. Powered by verified direct-measured investor data reported monthly by over 850 leading banks and broker dealers, patent-pending data aggregation technology and thousands......
relevant regions
Costa Mesa, CA, United States
Wealth Insights Services
Targeting the right customers and prospects starts with highly reliable and actionable data to generate deep market and consumer insights. Financial services marketing, wealth management, retail banking and insurance professionals now have more options to improve their strategic decision making and marketing ROI. Wealth Insights ServicesSM leverages direct-measured investor data from more......
relevant regions
London, United Kingdom
Wealth Management Remuneration Survey
Under the remuneration package we include analyses of basic salary, bonus, LTIPs, share options and car allowances, with information collected as at the end of May and November, to ensure only the most current data is used for reviews. The report also enables the client to compare remuneration, working hours, leave......
Rockland, MA, United States
Wealth Management Research
The research provides practical strategies and solutions to help you meet real-world challenges including these: Validate your systems strategy Understand industry operating models Stay current on technology trends Identify emerging trends that may affect your business Reduce risk from systems decisions Understand where your peers are focusing their efforts ...
relevant regions
London, United Kingdom
Wealthmonitor
Early stage wealth creation Early stage proprietary intelligence into the strategic intentions of private and public companies and the beneficiaries Identify beneficiaries Detailed in-depth profiles triggered by potential and current liquidity events on shareholders, executives and their holdings Develop client relationships Spot networking opportunities with HNW individuals and advisors Research the market in depth Deep-dive research Find opportunities......
relevant regions
Costa Mesa, CA, United States
Wealth Opportunity Score
Wealth Opportunity Score™ is the only wealth-estimation model developed using fresh, comprehensive and direct-measured investable asset data, which provides unmatched accuracy and targeting precision. The score enables data and analytics, strategic planning, and sales and marketing professionals to develop actionable strategies and tactics across the entire Customer Life Cycle, from......
relevant regions
New York, NY, United States
Wealth-X
Database built by humans Wealth-X dossiers are built, verified and updated by a team of 400+ researchers, ensuring you always have accurate details on the world's wealthiest individuals. Details make the difference Details in dossiers are substantiated by two independent, credible sources delivery accurate insight into wealth source, known associates and demonstrated interest. Your......
relevant regions
London, United Kingdom
New York, NY, United States
WSJ Pro
WSJ Pro is the global, industry-specific membership that turns unrivaled reporting, insight and data into members’ competitive advantage. Developed for those who don’t accept the conventional wisdom and believe in building a competitive edge through fresh perspectives, WSJ Pro gives members access to high-quality insight and analysis. Pro members are always one......
Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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