What helps an advisory client more? A single in-house view from a big bank? Or multiple research sources from an independent wealth manager?
The question sounds simple. The answer is not.
🏦 The in-house view:
Most banks rely on centralised research, which is clear, structured, and easy to explain. Clients get one opinion, one voice, and one message. However, here’s the issue: It presents only one perspective.
🌐 The multi-research model:
Independent wealth managers use different sources. They compare investment banks, research houses, and independent analysts. Clients gain access to diverse views. They don’t just get answers—they get context. That makes all the difference.
In complex markets, one voice is not enough. Clients need to ask: – What do other experts think? – Are there strong counter-arguments? – Is this analysis unbiased—or product-driven?
🧠 More insight = better decisions
Knowledge builds confidence. When clients view things from different perspectives, they make more informed decisions, ask better questions, and better understand risk and opportunity.
Multi-research brings that clarity. It does not mean “more reports.” It means relevant comparisons. Competent advisory is all about showing the client what and why.
📌 Bottom line:
Multi-research is not a luxury; it’s a better way of thinking. Clients deserve more than one opinion. They need perspective, independence, and genuine insight.
That’s what builds trust.
Quelle: LinkedIn
