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Private Banking Services

Providing customized research solutions to private banks around the world

Private Banking
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Why SGA
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Preferred private banking solutions partner for private banks

SG Analytics has more than a decade of experience in handling research and analytical requirements of private banks around the world. We have an in-depth understanding of the process, from creating and covering scalable coverage universes to automation-led distribution and management of research.

As a leading private banking service provider, SGA has executed engagements of varying complexity and scope for global private banks, supporting them in strategy reports and screening newsletters and event updates. Our automation-powered solution, along with flexible engagement models, ensures quick and efficient coverage of the investment universe.

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What We Offer

Strategy and Investment Idea Support

Our deep understanding of multiple asset classes and market dynamics equip 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 providing 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

Robust IT Infrastructure

Highly sophisticated IT infrastructure to securely share information

Global Partnerships

Partner of choice for leading global private banks

Scalable

Highly customized, scalable, and flexible solutions to cover large investment universes

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Who We Work With

Asset and Private Wealth Managers

Generate alpha and enhance efficiency of advisory teams

Asset and Private Wealth Managers

Generate alpha and enhance efficiency of advisory teams

Insights

White Papers

China Real Estate: Easing Policy Measures Insufficient for a Sharp Turnaround

The uncertainty in China’s real estate market continues to loom on investors’ minds. With homebuyers boycotting the mortgage payments on the...

White Papers

Buy Now, Pay Later: An Evolving Regulatory Landscape

The latest buzzword in fintech, which is increasingly catching regulators’ attention worldwide, is enticingly named Buy Now, Pay Later (BNPL)....

White Papers

5G, 6G, and the Next

The whitepaper on 6G technology sheds light on the future of communication networks over the coming years. It describes the upcoming need for a strong...

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CASE STUDIES

How We Created Impact for a US-Based Debt-Focused Asset Manager With AUM of Over $15BN

How We Created Impact for a Leading US-Based Long-Only Hedge Fund Focusing on Global Equities

Automation-Powered Solution for a Leading Swiss Private Bank Enabling Quick Turnaround and Distribution of the Coverage Universe

How We Created Impact for a U.K. Based Hedge Fund by Leveraging Technology To Glean Investment Insight From Unstructured, Alternative Data

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Talk to our Experts

We bring you a team of experienced industry and domain experts having extensive subject matter prowess and deep understanding of global capital markets.