Integrated intelligence for Private Wealth Managers
Global private wealth managers are navigating rising margin pressure, operational complexity, and evolving regulatory demands. Meeting those challenges takes more than performance. It takes precision, adaptability, and the right partner. Acuity Analytics bring together deep investment knowledge and a fully integrated set of capabilities to extend your research across equities, fixed income, credit, and funds. Our support spans sales, marketing, portfolio management, and risk, helping your teams work smarter, respond faster and deliver more.
Industry trends and challenges
Shifting client demographics
The growing influence of millennials alongside the intergenerational transfer of wealth, is reshaping service models and investment priorities.
Personalisation at scale
Clients demand hyper-personalised portfolios, ESG integration, and values-aligned strategies, pushing firms to balance bespoke advice with scalable solutions.
Heightened regulatory oversight
Evolving tax regimes, cross-border compliance requirements and stricter fiduciary obligations are increasing operational complexity.
Digital-first expectations
Clients expect seamless digital interfaces, real-time portfolio visibility and mobile-first engagement, making technology adoption a necessity rather than an option.
Wealth preservation vs growth
With volatile markets and rising inflation, wealth managers face the dual challenge of protecting capital while pursuing innovative growth strategies.
Data security and trust
Cybersecurity threats and data privacy concerns demand continuous investment in secure digital infrastructure to safeguard client information.
Alternative investments demand
Growing appetite for private equity, hedge funds, and sustainable/impact investments requires deeper due diligence, specialist knowledge and broader product offerings.
Fee compression and competition
Increased competition from fintechs, robo-advisors, and low-cost investment platforms puts pressure on pricing models and value differentiation.Industries we serve
Capabilities
Equity research
Fixed income and credit research
Portfolio monitoring and valuations
ESG research
Marketing and distribution
Risk, compliance and regulatory support
Technology and innovation
Data and analytics
Enterprise AI
Digital engineering
Cloud
Digital solutions
Domain-trained AI built for Asset Managers
Digital solutions combine our deep Asset Management expertise and advanced AI to streamline workflows and enable smarter, faster decisions across the deal lifecycle.
Explore our solutions
AI innovation built for financial intelligence
Agent Fleet represents pure innovation designed with two decades of domain expertise and insights fused with advanced AI. It creates automation that is auditable, compliant and ready to deploy in days, not months.
Explore our solutionsWhat defines us
Talent
Talent
Our team has deep, long-standing experience in private wealth management. We understand the complexities of the sector and consistently deliver results through specialist knowledge and a strong grasp of global regulatory standards.
Technology
Technology
Our technology delivers integrated solutions across research, marketing, compliance, and operational support, reducing complexity by consolidating delivery through a trusted partnership.
Capability
Capability
With more than a decade of specialised experience in private wealth management, we deliver tailored solutions that support cost efficiency and drive asset growth, even in the most complex operating environments.
What we think
Our experts
Connect with us
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