Featured case study |
| A NEW POSITIONING FOR INDEPENDENT INVESTMENT RESEARCH |
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The brief
In 2009, a global provider of investment research asked us to help them to develop targeted solutions for the global wealth management market.
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| CONTACT US |
Call us on:
+44 (0) 20 7811 0120
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A world of possibilities
The research has taken us onto three continents and 18 individual markets. We have mapped more than 650 wealth management firms and we have spoken to more than 250 wealth management professionals about their use of investment research.
Reporting back to our client we provided detailed information on a country-by-country basis considering
- Size, scope and profile of the wealth management market and its participants
- Market maps across diverse wealth management business models
- Insight on the use of investment research in the management of client portfolios
Prioritization
Above all, our role has been to act as a filter and guide our client toward the markets that have the greatest opportunity. We are now actively engaged in a programme to help develop highly targeted research solutions via direct interaction with market professionals in each country.
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"We have already secured millions of dollars of new business off the back of our work with Scorpio. The process is incredibly rigorous and gives us the detail we need to get started."
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The result
So far, the targeted strategy has enabled our client to secure a number of new business relationships in key markets and build on its brand footprint. We are also well on the way to helping our client deliver a unique solution for the wealth management community.
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