Custom research

Acknowledging that generic research cannot address all your insights needs, we offer customized research solutions tailored exclusively to your requirements. Here are just some of the areas we could help you with:

Markets and Segments
We cover a wide variety of markets and segments across the globe. However, if you require detailed insights into a particular market, segment, or region, we are equipped to refine our existing research to deliver the tailored intelligence you need.
Products & Services
We offer extensive coverage across a broad spectrum of asset classes and investment strategies. For nuanced, in-depth intelligence on a particular asset class or strategy, our specialists are on hand to provide you with the precise insights necessary to inform your strategic choices.
Client Insights
Deeply understanding your clients' perspectives is the cornerstone of tailoring effective value propositions. Our suite of services encompasses:
i) Value Proposition Testing,
ii) Marketing Collateral Testing,
iii) Voice of the Customer Analysis,
iv) Client Satisfaction Assessments,
v) Client Journey Assessment and
vi) more.
Competitor Intelligence
Mastering the competitive landscape is crucial for securing an edge. Our services focus on the strategic importance of in-depth competitor understanding. We provide vital insights that empower you to anticipate market moves, recognize opportunities, and strategize with confidence for a sustainable competitive advantage.
Brand Analysis & Tracker
Brand significance in asset and wealth management is at an all-time high, yet self-view is often obscured. We illuminate your brand's true position through unbiased assessment and ongoing tracking. We reveal key strengths and growth areas, while our tracking system continuously measures the effectiveness of your branding strategy, offering the insights needed for timely adjustments and sustained alignment with market expectations.
Trend Monitoring
Navigating the myriad of trends in asset and wealth management can be daunting. And staying current with all those developments is challenging. We offer personalized trend analysis and monitoring services, tailoring our insights to align with your unique strategic interests and ensuring you remain at the forefront of industry developments.
Demand Assessments
We provide bespoke demand assessments for asset and investment management products, tailored to discern market interest and potential. This focused service equips you with the critical data needed to inform your product strategies, allowing you to confidently proceed with internal planning and execution.
M&A Due Diligence
Our M&A support is two-fold, catering specifically to the wider investment management and related sectors and the fintech industry Firstly, we assist in identifying potential M&A targets that align with your strategic goals. Secondly, we provide commercial due diligence to ensure informed decisions, focusing on the viability and potential of prospects within these specialized markets.

Markets and Segments

We cover a wide variety of markets and segments across the globe. However, if you require detailed insights into a particular market, segment, or region, we are equipped to refine our existing research to deliver the tailored intelligence you need.

Products & Services

We offer extensive coverage across a broad spectrum of asset classes and investment strategies. For nuanced, in-depth intelligence on a particular asset class or strategy, our specialists are on hand to provide you with the precise insights necessary to inform your strategic choices.

Client Insights

Deeply understanding your clients' perspectives is the cornerstone of tailoring effective value propositions. Our suite of services encompasses:
i) Value Proposition Testing,
ii) Marketing Collateral Testing,
iii) Voice of the Customer Analysis,
iv) Client Satisfaction Assessments,
v) Client Journey Assessment and
vi) more.

Competitor Intelligence

Mastering the competitive landscape is crucial for securing an edge. Our services focus on the strategic importance of in-depth competitor understanding. We provide vital insights that empower you to anticipate market moves, recognize opportunities, and strategize with confidence for a sustainable competitive advantage.

Brand Analysis & Tracker

Brand significance in asset and wealth management is at an all-time high, yet self-view is often obscured. We illuminate your brand's true position through unbiased assessment and ongoing tracking. We reveal key strengths and growth areas, while our tracking system continuously measures the effectiveness of your branding strategy, offering the insights needed for timely adjustments and sustained alignment with market expectations.

Trend Monitoring

Navigating the myriad of trends in asset and wealth management can be daunting. And staying current with all those developments is challenging. We offer personalized trend analysis and monitoring services, tailoring our insights to align with your unique strategic interests and ensuring you remain at the forefront of industry developments.

Demand Assessments

We provide bespoke demand assessments for asset and investment management products, tailored to discern market interest and potential. This focused service equips you with the critical data needed to inform your product strategies, allowing you to confidently proceed with internal planning and execution.

M&A Due Diligence

Our M&A support is two-fold, catering specifically to the wider investment management and related sectors and the fintech industry Firstly, we assist in identifying potential M&A targets that align with your strategic goals. Secondly, we provide commercial due diligence to ensure informed decisions, focusing on the viability and potential of prospects within these specialized markets.

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