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For nearly 30 years, Greenwich consultants have been advising senior managers on how to drive their equity brokerage business performance with better relationship management and high quality service. Greenwich has found based on its extensive research and vast client experience that strong customer relationships are the key to long-term success.

Our annual market survey is the foundation of our consulting approach, and forms the independent and objective basis for our analysis and counsel. With the Greenwich analysis, recommendations, consistent metrics, and comprehensive research, clients are able to...

  • optimize account coverage models
  • systematically monitor strength of relationships
  • track the competition
  • consistently measure performance across businesses
  • assess progress on strategic business initiatives
  • identify and scope new business opportunities
Each year, Greenwich conducts extensive equity market studies that capture the competitive situation of all of the major equity brokers across a range of important factors, including market position and quality of service delivered along several dimensions — sales, trading, research, relationship management, and back-office. To capture the information about the "whole" relationship, Greenwich interviews portfolio managers, traders, and research analysts. The specific product sectors covered include:

Cash Equities
  • U.S. Shares
  • Canadian Shares
  • Latin American Shares
  • Pan-European Shares
  • Domestic European Shares
  • Emerging EMEA Shares
  • Asian Shares
  • Japanese Shares
  • Australian Shares
Equity Derivatives
  • North American (U.S. and Canadian) - Listed, OTC (excluding Convertibles), Portfolio Trading
  • European (14 countries) - Listed and OTC (excluding Convertibles)
  • Japanese - Listed and OTC (excluding Convertibles)
Convertibles Investors
  • North American (U.S. and Canadian)
  • European (8 countries)
We track the activities of 5,200 investors in North America, Europe and the Asia Pacific region, representing 20 countries (2 North American, 14 European and 4 Asia Pacific).

For more information about our equities consulting services, contact us at +1.203.625.5038 or Contact Us.

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