Our Company

Word Cloud - HNW & Wealth Management Insight | Scorpio Partnership


Scorpio Partnership is an award-winning research and strategy consultancy to the global wealth sector. We are committed to integrating the voice of wealthy customers into the decision-making of our clients to ensure business decisions are founded in quality insight.

Who do we work with?

We combine our data analytics expertise and knowledge of high net worth (HNWs) and ultra-high net worth (UHNWs) individuals to help global wealth managers and private banks improve their client relationships and drive enhanced commercial outcomes.

But it doesn’t stop there. We also work with institutions in asset management, regulation, IT, technology, insurance and not-for-profit sectors as well. For anyone who comes to us with a question about the workings of a high-net-worth (HNW) mind – we’ll have an answer.

What do we do?

Our work with global wealth managers is founded on delivering one simple principle – “what wealth needs next”. Since 1998, we have supported more than 400 wealth management firms around the world to make decisions about growth and change. As a result, we regularly use our market insights to inform our clients’ product and distribution, proposition and marketing strategies to key segments.

Four transformational disciplines shape our process: SEEK, THINK, SHAPE and CREATE. Each of these fields is designed to support wealth firms as they strategically assess, plan and drive growth. We specialise in transforming HNW and UHNW client insight and financial research studies into actionable strategies that can stimulate customer engagement.

How do we do this?

To date, we have interviewed over 100,000 HNW & UHNW clients from around the world on a range of issues; from their experiences working with financial providers to their hopes, fears and ambitions.

Our thorough and detailed quantitative and qualitative research and analysis enable us to lead a variety of projects – from thought leadership to brand tracking and client experience assessments, we consistently deliver solutions backed by leading analytics, that position our clients at the forefront of the industry.

Scorpio Partnership is also a member of the Insights Association, an organisation which represents advances and grows the research profession.



Topics we’ve been exploring recently