Creating thought leadership through market research

Case Study


Pershing, a leading provider of outsourcing solutions for private client firms and institutional broker dealers in Europe.


In the lead up to the launch of the Retail Distribution Review (RDR) reforms, Pershing wanted to support the wealth management industry with insight about how the marketplace was developing and how clients were responding to the changing environment.

In particular, the client wanted:

  • A market research study investigating the views of wealth advisors and investment industry professionals.
  • A thought leadership report to drive brand awareness and support wealth managers.

Why Scorpio Partnership?

We offered the ability to reach wealth management advisors and UK private investors directly to poll their views about how the delivery of financial services was changing in the UK.

Pershing was also keen to leverage our reputation for producing award winning thought leadership.

What did we do?

  • We polled the views of 320 wealth managers in the UK using an online survey.
  • A further 20 in-depth interviews were carried out with senior decision makers at a range of UK wealth management firms.
  • The results were published in a report, Through the Looking Glass.

How could your business benefit from working with Scorpio Partnership?

Scorpio Partnership is the world’s leading market research and strategy consultancy to the global wealth industry.  We work with a range of clients including: wealth managers, private banks, family offices, technology firms, marketing agencies and indeed anyone else who wants to use market or client insight and strategy to improve results.  

Our experience spans the global wealth management industry and we offer unrivalled access to some of the world’s wealthiest individuals.  To date, we have interviewed over 62,000 HNW and UHNW clients and worked with many of the world’s leading financial organisations.

To discuss one of your current projects, pick our brains about a new business development strategy or find out how client research could improve customer satisfaction, email us at or fill out our contact form.

Scorpio Partnership works alongside McLagan to offer world class wealth management insight that connects the dots between advisor insight (including productivity and compensation benchmarking from McLagan), HNW client insight and business model insight (using McLagan financial institutions KPI benchmarking analysis).