Contact Information
UK : 63, St Mary Axe, London, United Kingdom, EC3A 8AA
AU : Suite 202, 234 George Street, Sydney, New South Wales, Australia. 2000
Email Us Mon-Fri, 10:00 AM to 6:00 PMEquity Research Support to UK-Based Family Office
- 3000+Manhours Saved
- 30+Stock Initiations
Client Challenges
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A London-based family Office wanted to conduct a thorough assessment of their portfolio stocks to determine their viability and fitment based on their investment ideology.
Project Methodology
Haanuwise deployed sector-agnostic analysts to assess the current stock portfolio holdings.
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An in-depth analysis of companies was conducted to determine the intrinsic value, key revenue drivers, operating metrics, competitive landscape, and FCF-generating capabilities.
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Insights from Industry experts were considered while doing the predictions and forecasting operating and financial drivers.
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Industry trends and macroeconomic factor analysis of the current market was provided to the client, which helped them make informed decisions.
Impact Delivered
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Research reports on initiating coverage, coverage maintenance, earnings updates, expert and management interactions, and industry or sector views.
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Increased client productivity levels with regular updates on key factors driving the stock performance in the portfolio.
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Provided 30+ stock initiations to the client with detailed research and recommendations within a quick turn around time