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Private Banking

Automation-powered customised research solutions for private banks

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Preferred Research Partner for Private Banks

SG Analytics is one of the leading analytics firms in the UK that has more than a decade of experience in providing research and analytics solutions for private banks. Our teams are proficient in handling research and analytical requirements of global private banks and also assisting private banks in executing engagements of varying complexity and scope, drafting strategy reports and screening of event updates and newsletters.

Leverage our automation-powered solutions and flexible engagement model for quick and efficient coverage of the investment universe.

private banking research services

What We Offer

Our in-depth understanding of multiple asset classes and market dynamics qualify us to formulate optimum investment strategies and create high-quality investment ideas for our clients.

  • Idea generation and screening for bonds and stocks via top-down and bottom-up approaches
  • Weights and KPIs for the screening process in line with the client’s investment preferences for region, size and valuation including special parameters such as ESG scores
  • Identify churns and corresponding replacements through auto-updating screeners
  • Extensive support in preparing investment strategy notes and periodical updates
  • Prepare CIO newsletters along with other external research-related communication

Our clients can maintain and track large coverage universes across the globe using our scalable, hybrid and fully customised solutions.

  • Initiating coverage on new ideas to broaden the approved and recommended universe
  • Prepare company notes such as simple automated tearsheets as well as detailed company reports that include investment thesis, SWOT analysis, etc.
  • Collate concise and crisp investment memorandum for covered companies
  • Generate comprehensive yet reader-friendly summaries of sell-side research reports

Our clients can leverage our highly skilled and focused team of RPA experts who generate efficient semi- and fully automated outputs in order to increase the ‘value per dollar spent’.

  • Low time-to-market automated factsheets for scalable coverage universe
  • Optimise onshore productivity with automated periodic updates and distribution
  • Preparation of RIXML for metadata creation
  • Dedicated and highly skilled team to enable a seamless transition between incumbent providers
  • Interactive dashboards to track and present portfolio performance
  • Engaging and insightful visualisation to track CRO/RM performance


Highly sophisticated IT infrastructure to securely share information

Partner of choice for leading global private banks

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

Automation-driven solution to ensure a quick turnaround and ready-to-send output

Who We Work With



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Providing customised, white-labeled research solutions to advisory and discretionary teams of global private banks.