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2014-03-27 World’s Millionaires actively engaged with financial technologies

According to a study released by SEI (NASDAQ: SEIC), NPG Wealth Management and Scorpio Partnership, 92% of the world’s wealthy are using digital solutions extensively to inform their wealth management transactions. The research, entitled The Futurewealth Report 2014: Upgrading the service delivery, is the second paper in a four-part series on the wealth management customer experience. The paper explores the factors that enhance a wealth management transaction for 3,025 of the world’s wealthy with an average worth of USD2.9 million.

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2014-02-05 HNW Research: World's Wealth Managers need to watch out for moments when their clients come “unstuck”

According to a study released today by SEI (NASDAQ: SEIC), NPG Wealth Management and Scorpio Partnership, wealthy clients are becoming unstuck from their wealth managers during significant life events. The study, entitled The Futurewealth Report: The quest for a valued relationship, surveyed 3,025 of the global wealthy with average assets of USD2.9 million. This is the first of four papers that will be released during the year, each analysing a phase of the wealth management customer journey.

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The Futurewealth Report 2014: Upgrading the service delivery

This is the second part of the 2014 Futurewealth series, conducted by Scorpio Partnership in conjunction with NPG Wealth Management and SEI (NASDAQ: SEIC). The paper, entitled Upgrading the Service Delivery explores the factors that delight wealth management customers when they transact with their wealth manager.

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The Futurewealth Report 2014: The Quest for a valued relationship

This is the first installment in the 2014 Futurewealth research, conducted by Scorpio Partnership in conjunction with NPG Wealth Management and SEI (NASDAQ: SEIC). This paper, entitled The Quest for a valued relationship, considers how the world’s most affluent individuals search for relationships with wealth managers. And, the factors that are most important to them when choosing a firm

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The Global Wealth Management M&A Deal Tracker 2008-2013

Our latest Scorpio Partnership Wealth Management Deal Tracker 2008-2013 is the fourth published report following the M&A activity in the global industry. In this report 236 wealth management related deals worldwide between the period 2008 and 2013 were analysed. The review is the most detailed assessment of this complex area of the industry. The objective of this chart-laden report is to provide the reader with the core data and analytics into the trends surrounding valuations and the effectiveness of M&A to grow market share.

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