Private Banking Research Services

Scale your investment insights with custom private banking support services and advanced analytics tailored for leading financial institutions worldwide. SG Analytics combines deep capital markets expertise with automation-led delivery enabling private banks to generate high-impact strategy reports, screening newsletters, and market updates faster and more efficiently.

Private Banking & Support Services
Preferred

Research Partner for Private Banks

SG Analytics has more than a decade of experience handling research and analytical requirements of private banks worldwide. 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 and flexible engagement models ensure quick and efficient coverage of the investment universe.

Private Banking Support 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

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.

Who We Work With

Asset and Private Wealth Managers

Generate alpha and enhance the efficiency of advisory teams.

Our Ins(AI)ghts

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Providing customized, white-labeled private banking services to advisory and discretionary teams of global private banks.
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Frequently Asked Questions (FAQs)

What does private banking research outsourcing typically include?

It typically includes strategy and investment idea support, coverage universe expansion and maintenance, and automation-driven research production for private banks.

How are investment ideas screened for private banking clients?

Ideas are screened using top-down and bottom-up approaches for bonds and stocks, with customizable weights and KPIs reflecting factors like region, size, valuation, and ESG scores.

What does coverage universe expansion involve for private banks?

It involves initiating coverage on new investment ideas, expanding both approved and recommended universes, and preparing company notes ranging from tear sheets to detailed investment theses.

Why do private banks need summaries of sell-side research?

Summaries make sell-side research reports easier for relationship managers and end-clients to consume quickly, supporting faster advisory decisions.

How often is investment coverage maintained for private banking clients?

Coverage maintenance is flexible and can be done quarterly, semiannually, or annually, depending on required churn rates and client needs. 

How do automated financial models benefit private banking research?

Automated financial models with built-in valuation provide a research edge by improving efficiency and consistency for large coverage universes.

What automation solutions support private banking research production?

Solutions include automated factsheets with fast time-to-market, automated periodic updates and distribution, and RIXML file preparation for metadata creation.

How is portfolio performance tracked for private banking clients?

Portfolio performance is tracked through interactive dashboards, along with visualization tools that monitor CRO and relationship manager performance.

How does SG Analytics handle transitions from incumbent research providers?

SG Analytics ensures a seamless transition from incumbent providers through a dedicated, experienced team managing the handover process.

What kind of IT infrastructure does SG Analytics use for private banking clients?

SG Analytics maintains a highly sophisticated IT infrastructure designed to securely share sensitive research information.