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.

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 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

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

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

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

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