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n00bcap


Total Posts: 2
Joined: May 2019
 
Posted: 2019-05-03 12:05
Hi all, looking for some advice or any thoughts:

(I'm a lurker on here for many years and think I also had an older username but forgot what it was or the pw.)

I'm based in the UK. I'm fortunate to be in a position where my PA/savings are now at reasonable-enough size where I am seriously contemplating quitting my job and focusing 100% on just managing my own portfolio. I use IB and trade equities in a fundamental(ish) manner; I'm OK with burning $30k pa on just a BBG terminal. But I also want to get access to sell-side research, preferably at least from 2 banks with a reasonable breadth of US/EU name coverage and online portals that allow for downloading of models (MS, DB, BAML, etc), and am prepared to pay something for that. What's the best way for me to go about getting access to sell-side research? Not necessarily concerned with doing it in a long-term scalable (but expensive and administratively-burdensome) structure like a Cayman vehicle with a regulatory umbrella, auditors, directors etc etc.

HitmanH


Total Posts: 488
Joined: Apr 2005
 
Posted: 2019-05-03 14:24
If you're a client of their private banking / wealth arms - for some banks, if you ask, they'll give you access to research (potentially same as institutional portal)

n00bcap


Total Posts: 2
Joined: May 2019
 
Posted: 2019-05-03 17:19
Thanks, HitmanH

I am not at PWM client of these banks but will look into it. Someone also suggested to me today opening accts with Schwab or Merrill Edge (I think the former is possible for UK residents; the latter - unsure) as that gives you some access to research of BAML and Credit Suisse.

longGamma


Total Posts: 14
Joined: Jan 2019
 
Posted: 2019-05-03 18:19
If you're willing to spend $25k per year, the three sources I used:

Thomson Reuters Eikon. I believe the base package carries permissions for many equity research sources including JPM, GS, MS. They're generous with research access. However, the fundamental data from TR Worldscope (a separate product) is of poor quality and slow to update. If you just want research, TR offers you to customize the selection of products.

I've only used Factset for equity fundamentals and options data, can't comment on the research side. Fundamental data is of good quality.

BBG was the most restrictive with research/estimates permissioning. You need to list a contact from the firm you want permission for, and BBG sends a request to them for approval. Aside from that, I found BBG to have the best quality fundamental data and timely updated.
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