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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.

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2014-05-07 Wealth Managers Capture Larger Share of Client Wealth Over a 20 Year Time Frame

According to a study released by SEI (NASDAQ: SEIC), NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship. The research, entitled The Futurewealth Report 2014: Enhancing the customer service curriculum, is the third paper in a four-part series on the wealth management customer experience. The paper explores the ongoing service factors provided by wealth managers and the growth of the relationship for 3,025 of the global wealthy with an average worth of USD2.9 million.

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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.

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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.

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FutureWealth Report 2014: Enhancing The Customer Service Curriculum

The latest insight from SEI (NASDAQ: SEIC), NPG Wealth Management, and Scorpio Partnership examines the ongoing service factors provided by wealth managers and the growth of the relationship for 3,025 of the global wealthy with an average worth of USD2.9 million. The report finds that the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.

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