Private Banking Services and Solutions
We provide customized research support services and solutions to private banks worldwide.
Private Banking Services
Strategy and Investment Idea Support
Our deep understanding of multiple asset classes and market dynamics equips us to formulate optimum investment strategies and generate high-quality investment ideas for our clients.
- Idea screening for bonds and stocks based on top-down and bottom-up approaches.
- Customizing weights and KPIs in the screening process to reflect client’s investment preferences related to the region, size, valuation, and special parameters such as ESG scores.
- Updating screeners to identify churn and corresponding replacements in the universe.
- Support on investment strategy notes and periodical updates.
- Creating CIO newsletters and other external research-related communication.
Coverage Expansion and Maintenance
Our scalable, hybrid, and fully customized solutions allow clients to maintain and track large coverage universes across the globe.
- Initiating coverage on new ideas to expand the approved universe as well as the recommended universe.
- Preparing company notes from simple tear sheets to detailed company notes with an investment thesis.
- Collating a crisp investment memorandum for covered companies.
- Preparing summaries of sell-side research reports for easy consumption of relationship managers and end-clients.
- Ongoing maintenance of coverage with a flexible option for required frequency (quarterly, semiannual, or annual) and churn rates.
- Automated financial models with valuation provide a research edge.
Research Production and Automation Solutions
Our focused team of RPA experts generates efficient semi-and-fully automated outputs to increase the value per dollar spent for our clients.
- Automated factsheets with low time-to-market for a scalable coverage universe.
- Automated periodic updates and distribution with minimal onshore involvement.
- Preparing RIXML files for metadata creation.
- Seamless transition from incumbent providers through a dedicated, experienced team.
- Tracking portfolio performance and presenting it through interactive dashboards.
- Tracking CRO/ RM performance using insightful visualization.
Why SGA
Who We Work With
Our Ins(AI)ghts
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The AI Boom is Breathing New Life into Robotics Startups
Venture capital is pouring into US robotics startups as advancements in AI and AI services drive a new wave of automation. In 2024, global robotics funding jumped 19 percent to $6.1 billion, fueled by breakthroughs in machine learning, computer vision, and large language models. Startups like Figure and Apptronik are raising massive rounds backed by tech giants, signaling strong investor confidence. The focus is shifting beyond hardware to full-stack robotics and AI service platforms, with investors betting that robotics could be the next big tech revolution following the internet and mobile eras.
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Biopharma Modalities VC Trends: Selective Bets as Investors Seek De-Risked Opportunities
Biopharma VC is getting picky in 2025—investors are chasing proven assets over high-risk bets. GLP-1 drugs and AI-driven discovery are hot, but service-based models are winning out. Deal counts are up, but funding’s a bit down, showing cautious optimism. IPOs are making a comeback, though M&A is still selective. Mature modalities are drawing the most capital, as investors play it safe. With market pressures rising, smart, efficient bets are the name of the game.
