Our Company

Scorpio Partnership is a leading insight and strategy consultancy to the financial sector with a focus on the global wealth industry.

Using quantitative and qualitative research methodologies, we specialise in understanding ultra/high net worth individuals and the financial institutions with which they interact, sharing our expertise with business leaders to enable them to drive business growth and performance.

We work with our clients across four key disciplines:

  • Client Engagement
  • Thought Leadership
  • Strategic Consulting
  • Brand Tracking

Read more about our work here

Sectors we cover

Wealth Management


Professional Services


Private Banking


Asset Management






Family Offices




Joining the dots between customers, advisors and business results
Creating Client-Centered Advisor Development

The challenge facing firms now is to align their business model more closely with their clients, as business models are increasingly driven by client need and not by accounts or products. This is especially so in wealth management where clients expect more from those managing their money.

Wealth firms need practical guidance on how they can adjust their client and employee interactions –  to grow relationships and win assets.

With our colleagues across Aon, we have developed a proven model which links client experience, advisor productivity and talent assessment.

We combine market leading performance and customer insight databases to build propositions that respond to the challenge facing wealth managers, assessing the impact of client experience on a range of key performance indicators at both the market and advisor level.

Learn more about McLagan productivity benchmarks

Learn more about Aon’s talent assessment