Asset and wealth management
A living view on every name in the book.
Research keeps each thesis current, Anya reads each release as it lands, and the client update is drafted before the open.
Why the firm cares.
What your professionals need to get done, and what the institution gains when they can.
Asset management
Develop differentiated investment views, maintain conviction and serve clients.
Greater research breadth and depth, more useful client insight and lower analytical overhead.
What you own, why you own it, and where the risk sits.
Briefed connects holdings, issuers, subsidiaries, customers, suppliers and your own research, so exposure is understood through the company and not only the line in the portfolio.
Look-through exposure
Direct and indirect exposure across corporate groups, with the uncertainty shown rather than hidden.
Your research alongside
Internal views, assumptions and theses tied to the holdings they concern.
For wealth managers
Mandates, holdings and model portfolios connected, so exposures can be explained and communicated consistently.
Where the week goes.
Most of it is keeping what you already think up to date.
Coverage that goes stale
A view written in March has to survive every result since, and nobody has time to recheck each name.
Releases at seven
Something lands before the open and the question is whether it touches a position.
Client updates from scratch
The filings and the portfolio move are written up again each period, and the figures checked by whoever has time.
A view that says what would change it.
Each case holds the view, what the market prices and the debates, with the expectations and the conditions that would prove it wrong.
Only what needs you.
New results are sorted by whether they meet a condition that would change the view, so you look at the few that matter.
The pack runs on schedule.
Recurring packs and credit papers run on their own and stop where a person should look.
Draft the update from the inbox.
Ask in an email and Anya drafts the client update in your format from the morning’s filings, and holds it for you.
- Every figure in the draft is traced.
- Compliance wording matched to the approved template.
- Example figures are illustrative.
Works in the inbox and the workbook you already use.
- Slack
- Teams
- Outlook
- Excel
- Word
Your view stays yours.
Anya proposes a change to a case with the source beside it. Nothing replaces your judgement without you.
Approval tied to the draft.
An approval covers that version, and if it changes she asks again.
Private work stays private.
What one person can see she does not show another.
The other desks.
Investment banking
Comps, models and CIM updates kept current.
See investment bankingPrivate equity
Data rooms read and deals traced from sourcing to exit.
See private equityPrivate credit
Covenants reconciled and credits watched.
See private creditCorporate advisory
Engagements found, and what the firm knows kept.
See corporate advisoryBook a discovery call
Bring the names you cover.
We start with a few companies and a client update you write each period, and how they would be kept. There is no deck.
The work
What you want done, who sponsors it, and which first workflows would show it works.
Your systems
The warehouses, document stores, research tools and data services the environment has to connect to.
Control
Where data is stored and processed, who can see what, what agents may do, and what needs approval.
Prefer to write first? intelligence@briefedmedia.com reaches the same people.
Enterprise
Infrastructure for AI-native institutions.
Dedicated environments, Workspace and Research deployments, configurable specialist agents, institutional integrations, and financial intelligence infrastructure.