James Bridges, CEO, Cutter Associates

Wealth management research firm MyPrivateBanking has been acquired by Cutter Associates.

Zurich-based MyPrivateBanking operates a research and content library that provides customized reports and deep benchmarking of trends within the wealth management industry. Following the acquisition, this asset will be absorbed into Cutter Wealth, Cutter Associates’ wealth management research and insights offering. Cutter will also be absorbing MPB’s wealth management analyst team.

Cutter Associates launched Cutter Wealth earlier this year to help wealth management firms make smart decisions on their technology and operations models by providing research and consulting services. The Cutter Wealth team is led by Gina McCafferty, who has over 30 years of experience in financial services software, having had prior roles at SS&C Technologies and FIS.

“The wealth management industry, as across most of the financial services landscape, is changing significantly through innovation and other market forces,” says James Bridgers, Cutter’s CEO. “Due to new global regulation, the rise of fintech, the generational wealth transfer, digital disruption, and ongoing risks like cybersecurity, the landscape has become more complicated to navigate. Wealth managers are looking for clear research, analysis, benchmarking and insights that help them navigate these rapid changes and implement the right technology to exceed their customers’ expectations.”

In addition to research, Cutter Wealth offers exclusive events to allow its customers to connect with industry peers, share best practices, and engage with industry vendors and leading research analysts.

by Guy Matthews
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