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

[email protected]

Mon-Fri, 10:00 AM to 6:00 PM

CA : +16479486357

UK : +442030261895

AU : +61290559495

US : +17072004769

Equity Research Support to UK-Based Family Office

  • 3000+Manhours Saved
  • 30+Stock Initiations

Client Challenges

  • 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.
  • An in-depth analysis of companies was conducted to determine the intrinsic value, key revenue drivers, operating metrics, competitive landscape, and FCF-generating capabilities.
  • Insights from Industry experts were considered while doing the predictions and forecasting operating and financial drivers.
  • Industry trends and macroeconomic factor analysis of the current market was provided to the client, which helped them make informed decisions.

Impact Delivered

  • Research reports on initiating coverage, coverage maintenance, earnings updates, expert and management interactions, and industry or sector views.
  • Increased client productivity levels with regular updates on key factors driving the stock performance in the portfolio.
  • Provided 30+ stock initiations to the client with detailed research and recommendations within a quick turn around time

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