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 - £0
Release date:
17 January 2012
Frequency:

Scorpio Partnership in conjunction with Standard Chartered Private Bank and SEI (NASDAQ: SEIC) announces the launch of the 2012 Futurewealth Report: A Client Revolution. This third worldwide Futurewealth survey captures insight from 3,300 high net worth individuals who are on the fast track to generating wealth and reveals how to deliver a high-quality customer experience based on views from 3,300 HNWs worldwide.

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

HNW Asset Allocator IV is Scorpio Partnership’s 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 - £1,950
Release date:
11 July 2011
Frequency: Yearly

The Scorpio Partnership Global Private Banking Benchmark is the most authoritative analysis of the global private banking landscape, from the world’s leading independent wealth management strategist. It is based on the analysis of results from 82% of the world’s private banks, and is essential reading for those at the forefront of our industry. The 2011 edition is now available.

THE FUTUREPRIORITY REPORT - £0
Release date:
26 January 2011
Frequency:

Futurepriority Report - Breakthrough insight on nearly 2000 HNW in APAC: The inaugural Futurepriority study of the attitudes of Asia's millionaires has made a breakthrough in understanding the financial needs and expectations of wealthy banking customers. A total of almost 1,800 wealthy financial customers - the largest sample ever produced in this field of research - from 10 countries took part in the study, the results of which are published in The Futurepriority Report: Just what are Asia's wealth priorities?

BENCHMARK CENTRE - £6,000
Release date:
12 October 2010
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.

M&A DEAL TRACKER 2010 - £750
Release date:
01 April 2010
Frequency: Yearly

The Scorpio Partnership 2010 Wealth Management Deal Tracker is the first published report from our team looking specifically, and in detail, at the deal making activity in the international wealth management market through 2009 (starting in 2008 and running into 2010). The analysis covers 53 deals with a total deal value amounts to USD510.8 billion and complements our annual Global Private Banking Benchmark report.

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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