Interactive
 
NEWS
 
OUR LATEST

2014-08-05 HNW RATINGS ON FAST TRACK TO BE MAJOR DRIVER OF NET NEW ASSETS WORLDWIDE; A WEALTH TRIP ADVISOR EQUIVALENT COULD EMERGE SOON

The world’s wealthiest investors – HNWs and UHNWs – are seeking more feedback from sources including existing clients and broader market sources before choosing their financial providers, according to the latest round of insight research from Scorpio Partnership of over 3,025 HNW and UHNW end investors. In The Futurewealth Report 2014: The advocacy impact, the results show that across the wealth management customer journey, the significance of ‘independent opinion’ – including client referrals, ratings and reviews – has risen by 15% in the last two years, more than any other customer experience factor. This is the largest change in factors influencing new business (See Figure 1).

» Read more

2014-07-17 Global wealth managers surge with buoyant AUM and profitability; Top players near USD2 trillion AUM landmark

The Scorpio Partnership Global Private Banking Benchmark 2014 finds that 2013 was a healthy year of growth for wealth managers across the industry. The average change in AUM for the Benchmark banks was 19.7%, more than double last year’s growth. This latest assessment reveals that the industry is now managing an estimated total of USD20.3 trillion in HNW assets, up from USD18.5 trillion in the previous year.

» Read more

 

The Futurewealth Report 2014: The Advocacy Impact

The Advocacy Impact is the final installment in Scorpio Partnership's Futurewealth series 2014. The research demonstrates that independent opinion - including ratings, reviews and referrals - is now one of the most important elements in the wealth management customer journey.

» Read more

Global Private Banking Benchmark 2014

The Scorpio Partnership Global Private Banking Benchmark 2014 is the latest industry wide key performance indicator assessment of the global wealth management sector from leading wealth management strategist, Scorpio Partnership. The report provides a detailed industry analysis based on the results of 209 private banks around the world who manage a total of USD14.9 trillion of client assets.

» Read more

Brave new world: An investor perspective of wealth management services in a Retail Distribution Review (RDR) world

New research released by Scorpio Partnership and Pershing explores how the UK’s wealthy population have responded to recent regulatory change. The paper is entitled, “Brave new world: An investor perspective of wealth management services in a Retail Distribution Review (RDR) world”, suggests that RDR is delivering positive outcomes for those who can afford it.

» Read more

 

TWITTER
   



 
 

© Copyright Scorpio Partnership 2010 | 14 Waterloo Place | London | SW1Y 4AR | United Kingdom | Tel: +44 (0) 20 7811 0120