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KNOWLEDGE
Scorpio Partnership is the world's leading independent wealth strategist, and has been the opinion leader in the industry for over ten years. We speak to more HNWIs and UHNWIs around the world than any other firm. Our knowledge is highly sought after, and that's why we offer reports to buy, or to sample, as below.
THE FUTUREWEALTH REPORT 2014: THE ADVOCACY IMPACT - £0
Release date:
06 August 2014
Frequency: Yearly

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.

GLOBAL PRIVATE BANKING BENCHMARK 2014 - £2,500
Release date:
17 July 2014
Frequency:

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.

BRAVE NEW WORLD: AN INVESTOR PERSPECTIVE OF WEALTH MANAGEMENT SERVICES IN A RETAIL DISTRIBUTION REVIEW (RDR) WORLD - £0
Release date:
02 June 2014
Frequency:

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.

FUTUREWEALTH REPORT 2014: ENHANCING THE CUSTOMER SERVICE CURRICULUM - £0
Release date:
07 May 2014
Frequency:

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.

THE FUTUREWEALTH REPORT 2014: UPGRADING THE SERVICE DELIVERY - £0
Release date:
27 March 2014
Frequency:

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.

THE FUTUREWEALTH REPORT 2014: THE QUEST FOR A VALUED RELATIONSHIP - £0
Release date:
05 February 2014
Frequency:

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

THE GLOBAL WEALTH MANAGEMENT M&A DEAL TRACKER 2008-2013 - £600
Release date:
17 December 2013
Frequency:

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.

THE GLOBAL PRIVATE BANKING BENCHMARK 2013 - £2,500
Release date:
10 July 2013
Frequency: Yearly

The Scorpio Partnership Global Private Banking Benchmark 2013 is the leading assessment of the health and wealth of the world's wealth management sector worldwide. The report itself includes analysis of over 18,000 private banking key performance indicators from Scorpio Partnership’s unrivalled historical database. Among other findings, the 2013 Benchmark demonstrates that the wealth management industry reveals that net new money has reboudned across the industry, suggesting signs of a return of client confidence in global wealth managers.

THE FUTUREWEALTH REPORT 2012-2013:THE DIGITAL FUTURE OF CLIENT RELATIONSHIPS - £0
Release date:
02 May 2013
Frequency:

This is the final installment in this year’s Futurewealth research, conducted by Scorpio Partnership in conjunction with Standard Chartered Private Bank and SEI (NASDAQ: SEIC). This last paper, entitled The Digital Future of Client Relationships, considers oleading global companies and considers how their approach to digital channels may have inspired the Brand Love of their Futurewealthy clients.

THROUGH THE LOOKING GLASS - £0
Release date:
25 April 2013
Frequency:

Scorpio Partnership and Pershing announces the launch of Through the Looking Glass: An Executive Perspective of UK Wealth Management in a Retail Distribution Review (RDR) world. This paper, which assesses the opinions of 342 senior professionals, demonstrates that creating a viable business model that is valuable for clients is top of the agenda for firms hoping to survive in the post-RDR world.

CATALYSTS FOR CHANGE - £0
Release date:
26 March 2013
Frequency:

New research released by Scorpio Partnership and the Charities Aid Foundation explores different approaches to philanthropy and how they are evolving as cultures, attitudes and technology change. The paper, entitled Catalysts for Change, considers how these different drivers will transform the future for communities worldwide.

THE FUTUREWEALTH REPORT 2012-2013: HELPFUL INVESTMENT TECHNOLOGIES - £0
Release date:
28 February 2013
Frequency:

New research released by SEI (NASDAQ: SEIC), Standard Chartered Private Bank and Scorpio Partnership shows that only 49% of the world’s wealthy feel the investment technologies used by their wealth manager are appropriate to their needs. In particular, clients feel their wealth manager’s technology lets them down in the ‘discovery phase’, with only 40% of the Futurewealthy stating their provider’s technology helps to show them how to invest their money.

THE GLOBAL WEALTH MANAGEMENT M&A DEAL TRACKER 2008-2012 - £750
Release date:
29 January 2013
Frequency: Yearly

Our latest Scorpio Partnership Wealth Management Deal Tracker 2008-2012 is the third published report following the M&A activity in the global industry. In this report 172 wealth management related deals worldwide between the period 2008 and 2012 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.

UNDERSTANDING THE ANATOMY OF GIVING - £0
Release date:
28 January 2013
Frequency:

Our recent survey, carried out on behalf of SEI (NASDAQ: SEIC), shows that giving among UHNW individuals is not simply a tax strategy, but a life strategy. The survey of more than 200 individuals representing families with more than $10 million in financial assets on average reveals 82 percent of wealthy believe wealth creates an obligation for philanthropy. It reveals an increased desire among the ultra-wealthy to give a greater percentage of their wealth to charitable endeavors and to measure the impact of their donations more clearly.

THE FUTUREWEALTH REPORT 2012-2013: STEPPING INTO THE COMMUNICATION AGE - £0
Release date:
16 January 2013
Frequency:

The Futurewealth Report 2012-2013: Stepping into the communication age is the second installment in this year’s global insight initiative into the behaviours of the world’s wealthy. In conjunction with Standard Chartered Private Bank and SEI (NASDAQ: SEIC), this research undertaken by Scorpio Partnership illustrates the extent to which digital communications are shaping the personal interactions of the global HNW population, as well as their financial relationships.

THE GENERATION GAP - £0
Release date:
26 November 2012
Frequency:

The Generation Gap, by Scorpio Partnership and SEI Global Wealth Services, examines how wealthy families are dealing with succession planning and wealth transfer. The survey, which captures attitudes from a sample of ultra-high-net-worth investors across the United States, demonstrates a worrying lack of communication about wealth within the family unit. The average assets of participants topped USD21 million.

THE INFLUENTIAL INVESTOR - £0
Release date:
01 November 2012
Frequency:

The Influential Investor examines the forces that will shape the future of the investment management industry over the next ten years. The paper delves into the factors that influence investor behaviour and the ways investors are rethinking their goals for the future. Scorpio Partnership worked alongside the Economist Intelligence Unit and TNS as the recognised specialist on HNW insight

FUTUREADVISOR ASIA - £0
Release date:
01 October 2012
Frequency:

Scorpio Partnership in conjunction with SunGard announces the launch of FutureAdvisor Asia. This insight explores the issue of how the wealth management industry can become better connected to the regions wealthy. FutureAdvisor captures the views of 400 HNWIs and 96 wealth advisors and senior managers across China, Hong Kong, Singapore, Indonesia and the Philippines.

RESPONSIBILITY IN WEALTH REPORT - £0
Release date:
04 July 2012
Frequency:

Responsibility in Wealth - New research from Scorpio Partnership demonstrates that many wealthy individuals have a strong sense of social responsibility and intend to give back to society across a number of touch points including philanthropy, engagement in civil society and being environmentally responsible. This report, which assesses the wealth practices of 250 high-net-worth individuals across 4 core markets, also reveals that this group seek positive engagement with the major driving forces of global change as a way of creating wealth.

THE FUTUREPRIORITY REPORT - £0
Release date:
15 May 2012
Frequency:

Futurepriority Report: This pioneering research undertaken by Scorpio Partnership captures insight into the attitudes and expectations of 2,800 of Asia's affluent. This year's study looks across nine markets in the Asia region assessing the wealth creation practices and personal financial demands of this hard-to-reach customer group. The results are published in the Futurepriority Report 2012: Asia's Emerging Wealthy.

HNW ASSET ALLOCATOR - £495
Release date:
16 December 2011
Frequency: Semi-annual

HNW Asset Allocator IV is Scorpio Partnerships fourth global study on the asset allocation practices of the private wealth management industry. The results in this fourth study map responses from 31 private wealth management institutions, together collectively holding USD6.8 trillion in private client assets globally. The study tracks how these private wealth management institutions allocate HNW assets now and how they will adapt allocations looking into 2012.

BENCHMARK CENTRE - £6,000
Release date:
18 July 2011
Frequency:

The Benchmark Centre has been developed as a key progression from the annual Global Private Banking Benchmark. The goal is to offer a deeper and more bespoke industry benchmarking process allowing any market participant to make a direct comparison with their peers and direct competitors. Each individual report will focus on six key areas of KPI analytics and will include the full market performance and overview.

ULTRA - £2,000
Release date:
01 January 2010
Frequency: Monthly

Ultra is written monthly by our senior staff. It summarises what has been happening internationally in the wealth management market and what it means for the business.

VINTAGE - £500
Release date:
01 January 2010
Frequency:

Vintage is the world's first on-demand geographical wealth databank, providing strategic data on the wealth market in 30 different geographies, including market sizing investor characteristics and competitior landscapes.

 

 

 
FUTURE WEALTH REPORT

The Futurewealth Report is the only survey that talks directly to the individuals on the fast-track to wealth. It is a unique insight into those who will soon be, if they're not already, changing businesses, changing lives, and perhaps, changing the world.

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KEY FINDINGS

We provide key findings from many of our projects, which we make freely available to all those who took part in the research. Certain findings are also made available to a wider audience.

» See our archive

 
 

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