Role with us: Peter advises leading wealth management firms on performance and pay optimisation through client experience improvements that enhance sales effectiveness and productivity improvement. He also consults on firm economics, cost reduction, branch distribution effectiveness and incentive plan design.
Background: Prior to joining McLagan, Peter was at Merrill Lynch where he was the Director of Marketing Strategy and Planning in the International Private Client group.
Education: Peter has a MBA from INSEAD in France and a Bachelor of Commerce from Queen’s University in Canada.
And at the weekends: Peter enjoys hitting the ski slopes as often as possible. He is also an avid collector of modern art.
Role with us: Mark is globally responsible for the Scorpio wealth consulting business and also is the Head of the McLagan Wealth Management & Private Banking practice in Europe. He leads the development and delivery of market leading business performance consulting, leveraging the firm's proprietary data and analysis of Client Experience, Pay & Productivity, and Talent to deliver unmatched insight and actionable advice.
Background: With over twenty years of Financial Services industry experience, Mark has acquired comprehensive knowledge focused on the Private Banking and Wealth Management sector.
Education: Mark holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John's College, Cambridge University, and completed an Accelerated Development Programme at London Business School.
And at the weekends: His three young kids are forcing him to trade mountains for gardening and wine (not necessarily at the same time).
Role with us: As well as running the wealth management practice at McLagan for Asia Pacific, Pathik is actively engaged in the relationship management, research and delivery of projects with Scorpio’s numerous Asian clients.
Background: Prior to joining McLagan, Pathik was a member of the Private Banking division at Credit Suisse where he held roles in product sales and development as well as business management. He has also previously worked at KPMG and Boston Consulting Group.
Education: Pathik graduated with a Bachelor of Applied Science in Computer Engineering from Nanyang Technological University, Singapore and went on to pursue his MS from Singapore MIT Alliance. He also holds an MBA from INSEAD.
And at the weekends: Pathik serves as a District Councillor for Southwest Community Development Council, a quasi-government body aimed at building and supporting VWOs which serve more than one million residents in south west Singapore.
Role with us: David leads the development of the Scorpio business in the United States and is responsible for US client insight. He is actively involved in research programmes that connect client experience to wealth management key performance indicators.
Background: David has 15 years of market research experience and joined Scorpio from J.D. Power and Associates where he was responsible for the financial services practice.
Education: David completed a degree in business at Central Michigan University and received a MBA from Oakland University.
And at the weekends: David spends time thinking of new and easier ways to explain to his family what exactly he does for a living.
Role with us: Caroline is responsible for the execution of assignments drawing on her detailed market and business management experience in the private banking industry over 23 years. Her project work has covered a diverse range of assignments across the globe, including the client experience, competitor and market analysis, investment propositions, the trust industry and the use of technology within wealth management.
Background: Formerly a senior private banker with Credit Suisse in London, Caroline has comprehensive business management experience gained as Head of International Private Clients in the London office and an in-depth knowledge of the international private banking environment. Prior to this, she gained specialist expertise in the Middle East market as Head of Middle East private clients, having lived and worked in the region.
And at the weekends: Caroline’s time is stretched through flexing her management and negotiating skills with her three children and chauffeuring them to their various social and sporting activities. In her spare time (?) her interests used to focus on travelling, photography and the equestrian world.
Role with us: Tasha leads a number of our flagship thought leadership programmes and also supports clients across the Wealth Management sector with market insight and strategy consulting engagements.
Background: Prior to joining the Scorpio team, Tasha worked at FreshMinds, an award-winning insight and innovation consultancy, for nearly five years within the Financial and Professional Services team. During her time at FreshMinds, Tasha supported a range of clients – from financial providers to technology consultancies – to develop growth strategies focussed on getting closer to their customers.
Education: Tasha is a politics aficionada and has a Master’s degree in EU governance from the London School of Economics and a Bachelor’s degree in Philosophy, Politics and Economics (PPE) from Keble College, Oxford.
And at the weekends: She can be found brunching somewhere in London, watching Frasier re-runs, trying to motivate herself to go for a run or doing a spot of campaigning. She’s also learning Spanish but finds that the idioms are often her downfall.
Role with us: Joseph supports global wealth managers on a wide range of initiatives relating to key performance indicators and client engagement. Based in New York, Joseph is also actively developing Scorpio’s business and capabilities in the United States.
Background: Joseph joined McLagan in 2013 where he was responsible for data management and analytics relating to wealth management performance and reward. Joseph acted as the primary relationship manager for a number of wealth institutions and has worked closely with U.S. private banks, brokerages and family offices. Since joining the Scorpio team full-time in 2015, Joseph is focused on the linkages between performance, reward, and client insight.
Education: Joseph graduated from New York University’s College of Arts & Science with a Bachelor of Arts in Politics and a minor in Economics.
And at the weekends: Joseph can be found cooking meals that are way too big in a kitchen that is way too small. He enjoys scouring New York for high quality ingredients, taking in new neighbourhoods and culture as he goes.
Role with us: Nik is engaged with project management, analytics and reporting across a multiple of client satisfaction, engagement and Thought Leadership insight work. Recently, he has been involved in assisting Pathik Gupta in the continuous development and execution of Scorpio’s business and capabilities in the APAC region.
Background: Nik joined Scorpio from the investment team of a private family office in 2014 where he was specialising in delivering global portfolios for families, private clients, trusts and charities. Since joining, he has particularly enjoyed the prospect of identifying the dynamic trends within our industry while continuing to grow his knowledge on the wider wealth industry.
Education: Nik graduated from the London School of Economics & Political Science (LSE) having pursued a Bachelor’s of Science degree in Economics.
And at the weekends: He has an obsessive passion for food from fine dining to street markets and roadside vendors (particularly those in foreign countries). A follower of almost all major sports from NHL to international test cricket but yet to still see his favourite team play live. A self-proclaimed ‘soon-to-be’ adventurer as he continuously convinces himself that he will find the time to roam the world.
Role with us: Jenny joined Scorpio Partnership’s European wealth management team to support with client engagement studies, thought leadership development and strategic consulting projects.
Background: Prior to Scorpio Partnership, she was in the Rates & Credit Team at UBS New York working with the Agency Execution Sales team to promote its award-winning electronic trading solutions. Before that, at FreshMinds, the insight and innovation consultancy in London, Jenny was working on projects that help clients drive business engagement through research, data analytics and proposition development.
Education: Jenny holds a BSc in Economics and International Development from the University of Bath and a PGC in International Business from the University of Chester.
And at the weekends: Jenny is usually outdoors – playing sports, planning the next big holiday and living out her favourite inspirational quotes.
Role with us: Basel supports the growth and development of the Scorpio business in the United States, as well as driving the joint value proposition with McLagan’s performance and compensation expertise in the wealth management sector.
Background: Prior to joining McLagan in 2016, Basel worked at a start-up capital introduction firm specializing in long-short equity hedge funds. His career with McLagan began with the US private client group serving as a compensation analyst and relationship manager for private banks and high net worth brokerages.
Education: Basel holds a Bachelor of Science in Finance and Global Perspectives from Bentley University and a MBA in Finance and Marketing from Fordham University.
And at the weekends: Basel can usually be found relaxing on the beach or at New York Yankees game. He also enjoys exploring new bars in New York and Connecticut with friends and family.
Role with us: Ruohan joined Scorpio on the graduate scheme. She works on a variety of projects and has recently conducted quantitative research analysis for thought leadership initiatives and client experience surveys.
Background: Ruohan was born in China, raised in Canada and is now living in the UK and speaks English, Chinese and French. Previously when studying in Canada she co-founded the China-Canada Junior Chamber of Commerce, a non-profit platform connecting like-minded young people in order to enhance the bilateral relationship between the two countries, where she planned events and oversaw internal operations.
Education: Ruohan holds a Bachelor’s degree in Joint Honours Economics and Finance from McGill University.
And at the weekends: Ruohan enjoys playing the piano and looking out for anything Canadian-related in London. She also spends a lot of time teaching people how to pronounce her name and sitting through countless Lord of the Rings references.
Role with us: Sanusi is a recent addition to the Scorpio team. Leveraging his previous analytics experience, he is driving internal data projects and delivering quantitative research on a range of client projects.
Background: Sanusi was born and raised in Germany, his father is Sierra Leonean and his mother is German. He joined Scorpio from S&P Global Market Intelligence, where he worked in the Private Equity and Venture Capital data team.
Education: Sanusi completed an undergraduate degree in Political Science and International Relations from Goethe University, Frankfurt as well as a Masters from University College London.
And at the weekends: Among a team of fitness fanatics, Sanusi is no different. He enjoys going to the gym and playing football. As a die-hard Bayern Munich and Germany supporter he is very much looking forward to this year's world cup!
Role with us: Xiaohan supports Scorpio’s business and capabilities in the APAC region, while also supporting McLagan Private Banking in Singapore and Hong Kong. She provides invaluable support on client experience and brand tracking projects, as well as engaging in internal marketing initiatives.
Background: Xiaohan was born and raised in China, but later moved to Singapore to study. Prior working with Scorpio Partnership, she interned at Bank of Singapore and Bain & Co. China.
Education: In addition to her Bachelor’s degree in Economics from Shanghai University of International Business and Economics, Xiaohan holds a Master’s Degree in Information Technology in Business from Singapore Management University.
And at the weekends: If she is not embarking on spontaneous adventures around Singapore, Xiaohan usually utilises her weekends for some well needed R&R.
Role with us: Giles is responsible for the commercial and business development of the Scorpio business in Europe, drawing on his extensive experience in research sales, business development and his time as an investment manager. His work covers relationships with global private banks national wealth managers and other private client practices.
Background: Beginning his career with 5 years at J P Morgan he then moved into the world of private client investment and wealth management with Killik & Co, specialising in providing investment advice and portfolio management across an extensive client book. Most recently Giles has worked as a senior commercial director within the independent research and consultancy space, focused on the private wealth and luxury sectors. Giles joined Scorpio in June 2018.
And at the weekends: Giles lives on the South Coast of England, near Poole in Dorset, and spends as much time as he can outside enjoying both the coast and country side with his wife and two young children. He is an avid photographer and occasionally tries (and fails) at DIY.