Press Releases

The Promise of Client Personas: More Sales, Better Asset Retention, Higher Profits

February 23, 2021

Asset managers are discovering a new tool in the fight for increased profitability in an increasingly competitive institutional market: persona client segmentation. 

New “Tech and Touch” Service Model Already Reshaping the Role of Wealth Advisor

February 16, 2021

Only 70% of the wealth clients participating in the 2020 Greenwich Associates Wealth Benchmarking Study reported high satisfaction with their U.S. wealth advisor. 

Could Institutional Investors Outsource Their Trading Desks?

February 11, 2021

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. 

COVID-19 Forced U.S. Middle Market Companies To Embrace Digital Banking; That Could Be Bad News For Regional And Community Banks

February 10, 2021

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.

U.S. Small Businesses Pass Judgment On Banks’ Performance During COVID-19 Crisis

February 9, 2021

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. 

After COVID-19 disruptions, TCA regains momentum on equity trading desks in North America

February 2, 2021

Although the crisis slowed the overall expansion of TCA, it did not stop its evolution into an increasingly important tool for trading desks.

Greenwich Associates and BizEquity team up to offer new cloud based banking data service

February 2, 2021

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

Greenwich Associates Announces 2020 Share and Quality Leaders, Excellence Awards in U.S. Large Corporate Banking, Cash Management, Trade Finance

January 19, 2021

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.

New Greenwich Associates Report analyzes the issues that will have lasting impact on equity market structure

January 12, 2021

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.  

Greenwich Associates names Top Market Structure Trends for 2021

January 5, 2021

Greenwich Associates examines some of the biggest market structure changes we can expect in the coming year.