Wealth Management Research - How does it compare to other buy-side research shops?

After browsing the forum for a number of months, I have finally decided to register and post.

I have admittedly learned a tremendous amount simply from general browsing. I hope to gain even more insight as an active participant and contributor. Thank you all!

My first question:

Does anyone know anything about Wealth Management Research shops- I know UBS is a big name.

How does it compare to other buy-side research shops, especially as an individual looking for IBD?

Thanks!

2 Comments
 
Best Response

I read a lot of both Wealth Management research and Investment Banking (institutional) research. If I had to choose one to read, I would choose WM research every single day of the week and twice on sundays. First of all, WM research is a lot more accurate and unbiased whereas Institutional research is obscenely bullish to cater to the goal of winning corporate clients. A study (conduced from 1980 till now) have shown that Institutional Research has a "Buy" or "Hold" rating 93% of the time - yikes... Second of all, WMR is a lot more entertaining and interesting to read. It is simply better written and applicable to a wider demographic. I suppose the upside of IR is that there are tons of data and more sophisticated (though often very unnecessary) calculations... If you private message me, I can probably e-mail you a couple pieces of both WM research and Investment Banking (institutional) research.

Neither WMR or IR are good feeds into true investment banking (assuming that IBD means the traditional coverage and product groups). For that, you might need to pursue business school. I will admit that networking will probably be easier on the IR side as long as you work for a top analyst who is respected on the street and has connections on the advisory and capital markets sides...

 

Quae rerum adipisci vero quasi quasi consequatur. Non repudiandae similique rerum consequatur culpa voluptatum minus. Sed placeat voluptatem vel.

Sed omnis reiciendis fugiat officia incidunt deserunt maiores ut. Voluptas labore commodi dolorum sequi aut.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 04 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (17) $409
  • Associates (58) $261
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”