Case Study: Edelweiss Wealth Management improves fund manager engagement with Preqin

Edelweiss Wealth Management Used Preqin to Drive the Effectiveness and Efficiency of Its Custodial Business

Edelweiss Wealth Management, a leading Indian wealth and investment manager, needed a better way to source timely and accurate alternatives data for its custodial business. Its Business Development team was spending too much time piecing together fund launches, manager information, allocator details, and key contacts from multiple sources, which made it harder to reach the right managers at the right time. To solve this, Edelweiss turned to Preqin Pro and Preqin Insights.

Preqin provided Edelweiss with a single source of comprehensive fund and investor data, along with reports, news, and alerts that improved visibility into the hedge fund market. With Preqin, the team could identify new fund launches sooner, build a pipeline of managers raising capital, and prepare for meetings more effectively, leading to better engagement and stronger business development outcomes. Preqin also helped Edelweiss build a broader partner ecosystem, supporting its goal of becoming a go-to firm for institutional clients in India’s capital markets.

Edelweiss Wealth Management

Vivek Sharma

Head of International Clients Group