Only 70% of the wealth clients participating in the 2020 Greenwich Associates Wealth Benchmarking Study reported high satisfaction with their U.S. wealth advisor.
While fewer than one-in-10 institutional investors currently outsource their trading desks, one third of the investors participating in a recent study by Greenwich Associates see outsourced trading desks as a good solution to help buy-side firms manage their trading flow and achieve best execution.
Regional and community banks scored points with U.S. middle-market companies last year by leveraging their high-touch service models to provide support during the COVID-19 crisis.
Expected turnover will likely bring new business to banks that stepped up to provide small businesses with the support they needed last year—especially the regional and community banks that took home Greenwich Excellence Awards in Small Business Banking for 2020.
This combined data offering will help unlock funding for small and mid-sized businesses by providing banks with ‘next-gen’ intelligence on company valuation and financial service spending
Although liquidity disruptions caused by the COVID-19 crisis were thankfully short-lived for most large U.S. companies, corporate executives and treasury officials have not forgotten which banks stepped up to help in Spring 2020, and which didn’t.
Although overshadowed in a year of unprecedented crisis and volatility, U.S. equity markets experienced several important changes in 2020 that will have significant implications for how markets function in the future.
A series of factors ranging from the emergence of new industries, the economic disruptions of COVID-19, to the increased institutional activism on environmental, social and governance issues point to an increase in shareholder litigation in 2021 and beyond.