Increasingly, the wealth advisor is required to play multiple roles to support a client in their wealth creation. They must plan ahead for this increasingly demanding clientele, taking into consideration their geographical mobility and other multiple personal needs.
New data released today by SEI (NASDAQ: SEIC) reveals that lack of engagement is one of the biggest challenges facing high net worth Americans with regard to family wealth.
A new global entrepreneur report from BNP Paribas Wealth Management reveals the emergence of a new generation of millennipreneurs
Fees for financial advice are set to undergo a process of evolution as HNW clients opt to move away from charges calculated based on their asset levels, towards fixed fee structures.
￼￼￼￼￼￼￼￼￼￼￼￼￼￼￼￼￼￼￼￼Almost one third (29%) of the UK’s HNWIs under the age of 40 believe that recommendations from their wealth management firm have not been in line with their risk tolerance.
The global wealth management industry had a solid business year in 2014 in terms of financial results for the operating model.
The appetite for professional advice on charitable giving is growing, according to a report released today by the Charities Aid Foundation.
A burning question in the wealth management proposition is who matters most to the client – the client advisor or the institution they work for?
Scorpio Partnership, one of the Europe’s foremost creators of wealth management thought leadership has been shortlisted for the WealthBriefing European Awards 2015.
Industry valuations rebound for the first time in 5 years while nearly USD0.5 trillion in wealth assets changed hands in 2014 and the Swiss market experienced a big fundamental shift in ownership.
Scorpio Partnership, one of the GCC Region’s leaders in wealth management thought leadership has won an editors award at the inaugural WealthBriefing GCC Region Awards 2014.
Aiming to better serve entrepreneur clients, BNP Paribas Wealth Management has conducted the largest scale global research study into successful entrepreneurs learning who and where they are.
According to a study released by SEI (NASDAQ: SEIC), NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.
The world’s wealthiest investors – HNWs and UHNWs – are seeking more feedback from sources including existing clients and broader market sources before choosing their financial providers.
The Scorpio Partnership Global Private Banking Benchmark 2014 finds that 2013 was a healthy year of growth for wealth managers across the industry. The average change in AUM for the Benchmark banks was 19.7%, more than double last year’s growth.
According to a study released by SEI (NASDAQ: SEIC), NPG Wealth Management and Scorpio Partnership, which explores the factors that enhance a wealth management transaction, 92% of the world’s wealthy are using digital solutions extensively to inform their wealth management transactions.
According to a study released today by SEI (NASDAQ: SEIC), NPG Wealth Management and Scorpio Partnership, wealthy clients are becoming unstuck from their wealth managers during significant life events. This is the first of four papers analysing the wealth management customer journey.
The pace of global wealth management consolidation activity appears to have reached a fever pitch in various markets with almost USD50 billion being spent on deals involving private client assets.
McLagan, an Aon Hewitt company, has today announced its intention to acquire Scorpio Partnership, adding Scorpio’s wealth research and consulting insights to McLagan’s wealth management performance and reward advisory.
The world of wealth is changing its destiny. The global wealth management consultancy released a pictorial representation of the key themes in wealth management at an innovation forum hosted by SEI Investments
With Asia set to become the world’s largest wealth market – perhaps as early as 2014 – it is essential that wealth managers in the region prioritise local knowledge in their value propositions.
Scorpio Partnership’s annual Private Banking Benchmark reveals that net new money (NNM) rebounded across the industry, suggesting signs of a return of client confidence in global wealth managers
According to a study by SEI (NASDAQ: SEIC), Standard Chartered Private Bank and Scorpio Partnership, the more opportunities banks create to connect digitally with their clients, the greater the chance they have to inspire their brand loyalty.
Wealthy young entrepreneurs rate changing the world alongside maximising their profits, according to a new report based on ground-breaking research into the attitudes of the global rich.
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
M&A has long been considered an enabler to jump start growth at wealth management firms across the globe. While good deals are hard to find, the appetite for M&A has steadily risen since 2008 with more than USD1.1 trillion of HNW assets changing hands as wealth management firms sought a step change in their models.
According to a study released by SEI (NASDAQ: SEIC), Standard Chartered Private Bank and Scorpio Partnership the world’s wealthiest1 are more comfortable with digital communications than their less affluent counterparts and have integrated them with greater ease into their daily lives.
Futurewealth report reveals rising wealthy are leaders of information age