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Welcome to the Scorpio Partnership website

  
 

We are strategic advisors to the wealth management industry, working with private banks, global private client investment managers and industry suppliers, plus HNW/UHNW individuals.

Our unparalleled access and experience in wealth management allows our clients to capitalise on the market’s future development as well as optimise their current positions.

   
  BREAKING NEWS
 

Asset allocation for high net worth clients in the credit crisis

During March 2009 Scorpio Partnership carried research out directly with senior investment professionals at 27 international wealth management institutions, managing an estimated USD2.4 trillion in high net worth wealth, to pool their collective strategies and drive greater understanding of asset allocation strategies for high net worth clients in the credit crisis. The participants included international private banks, the wealth management divisions of global investment banks and family offices.

The aim of the research is to understand trends in the flow of high net worth assets managed by wealth management firms. This is the first time the study has been undertaken and the long term objective is to provide insight into the changing patterns in high net worth client portfolio management. The work also takes a look at some of the means of portfolio construction through model portfolios and in-house versus third party funds.

The full document is available for GBP100 + VAT. To obtain a copy of the latest document call Stephen Wall at Scorpio Partnership on 020 7811 0125 or email stephen@scorpiopartnership.com

 

The FutureWealth Project – Plotting the future

The FutureWealth project, led by Scorpio Partnership, is a global research initiative that, for the first time, will study the needs and motivations of people who are on course to the top percentile of the world's wealthy.  The survey is designed to create a deeper understanding of the relationship with wealth and the role it plays in comparison to other life goals and objectives.

If you are interested in taking part please click here here to access the secure online FutureWealth survey.

Switzerland Stands out as the Most Attractive Destination to Reside for the Mobile Wealth Set

The Mobile Wealthy Residency Index (MWRI) is the result of qualitative and quantitative research by Scorpio Partnership with 400 senior advisors to the world’s mobile wealthy community during 2008 and the first quarter of 2009.

The index, a reaction to the continuing discourse as to whether London remains an attractive proposition as a residence for the mobile wealthy, judges the appeal of the most popular financial centres across a set of criteria commonly used by this community when deciding on where to reside.

For further information please click here

 

 NEWSThe Scorpio Partnership Private Banking KPI Benchmark 2009 will soon be available.
 

For more information and a list of contents from the 2008 Benchmark please click here or alternatively contact Scorpio Partnership on 020 7811 0120
To download a free 16 page excerpt of the 2008 benchmark please click here

 

UK wealth management in the credit crisis –the investment management process

In Q1 2009, Scorpio Partnership was engaged by Royal London Asset Management (RLAM) to undertake a strategic assessment of the drivers and challenges facing the UK wealth management industry.

This insights paper focuses on both the current credit crunch environment and the long term trends and expectations of the UK wealth industry.

To download an abridged copy of the executive summary please click here
To obtain further details please contact Scorpio Partnership
on 020 7811 0127 or email: graham@scorpiopartnership.com

 

Transforming the Worth of Wealth - Future business models for UK wealth management

Between October 2007 and September 2008 Scorpio Partnership, supported by SEI Investments, examined the different business models, operational issues and attitudes towards market segmentation in UK wealth management. This paper plots the industry’s evolution, the true captains of the industry and what can be learnt from different business models.

To obtain a free copy of the full paper please contact Scorpio Partnership on 020 7811 0127 or email: graham@scorpiopartnership.com

 

  Scorpio Partnership's second investigation into European Philanthropy is now available.
 

To obtain a free copy of the full report based on 100 interviews with advisors to UHNW clients across eight European jurisdictions, please contact Scorpio Partnership on 020 7811 0127 or email: graham@scorpiopartnership.com

To download an abridged copy of the report please click here

 

A Meeting of Minds, Private Banking – The Findings

The findings from the fourth Meeting of Minds have been released, organised by Owen James in association with Scorpio Partnership.

This latest document involves contributions of 25 captains of industry who articulate their business views on the survival tactics of wealth management.

The Meeting of Minds is structured around a balance of small round table discussion groups. It enables participants to share best practice and opinions, hear from industry thought leaders and identify the actions they would like to see driven forward across the market.

The document is available for GBP500 + VAT.

To obtain a copy of the latest document call Graham Harvey at Scorpio Partnership on 020 7811 0127 or Evie Owen at Owen James on 01483 862 692. Alternatively email graham@scorpiopartnership.com or evieowen@owenjamesevents.com

 

     

PRESS RELEASE

 
  May 2009 Switzerland Stands out as the Most Attractive Destination to Reside for the Mobile Wealth Set
December 2008Client Experience is Key to Success in the Wealth Management Industry
 October 2008Philanthropy Expected to become Core Business for Wealth Advisors
September 2008
Scorpio Partnership launches Vintage 2008
 
June 2008
Global Wealth Management Soars in Current Financial Crosswinds
 
June 2008
Emerging Markets Drive Global Wealth Management
April 2008
Scorpio Partnership Celebrates Decade of Activity with 3rd Industry Victory