Press Releases

NEW NORMAL?: THE GLOBAL PRIVATE BANKING INDUSTRY BUFFETTED BY TOUGH MARKET CONDITIONS WITH MANY SEEING AUM AND MARGIN DIPS

Press Releases: 2015

FAMILY ENGAGEMENT CRITICAL TO FINANCIAL SUCCESS FOR WEALTHY AMERICANS, ACCORDING TO SEI SURVEY

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.

THE EMERGENCE OF THE 'MILLENNIPRENEUR'

A new global entrepreneur report from BNP Paribas Wealth Management reveals the emergence of a new generation of millennipreneurs

WEALTH ADVICE FEES IN STATE OF TRANSITION: FIXED FEES GAINING POPULARITY

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.

GENERATION SCEPTIC: MILLENNIALS UNCONVINCED OF WEALTH MANAGEMENT OUTCOMES

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.

WEALTH INDUSTRY KPIs SOLID BUT TAPER FROM PREVIOUS YEAR SURGE; TOP 10 DOMINATE MARKET SHARE AS DUO PASS USD2trn AUM HURDLE.

The global wealth management industry had a solid business year in 2014 in terms of financial results for the operating model.

HIGH DEMAND FOR PHILANTHROPY ADVICE AMONG WEALTHIEST - REPORT

The appetite for professional advice on charitable giving is growing, according to a report released today by the Charities Aid Foundation.

GLOBAL INVESTORS RESEARCH REVEALS 'SWEET-SPOT' OF ANNUAL RELATIONSHIP MANAGER INTERACTIONS

BALANCE OF POWER IN RELATIONSHIP MODEL HAS SHIFTED FIRMLY TO THE WEALTH INSTITUTION

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 SHORTLISTED FOR WEALTHBRIEFING 2015 AWARDS

Scorpio Partnership, one of the Europe’s foremost creators of wealth management thought leadership has been shortlisted for the WealthBriefing European Awards 2015.

GLOBAL WEALTH INDUSTRY M&A: THE PURSUIT OF QUALITY ASSETS MAY BE RETURNING

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.

Press Releases: 2014

OUTSTANDING WEALTH MANAGEMENT THOUGHT LEADERSHIP

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.

WHAT MAKES A SUCCESSFUL ENTREPRENEUR?

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.

WEALTH MANAGERS CAPTURE LARGER SHARE OF CLIENT WEALTH

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.

HNW RATINGS ON FAST TRACK TO BE MAJOR DRIVER OF NET NEW ASSETS WORLDWIDE; A WEALTH TRIP ADVISOR EQUIVALENT COULD EMERGE SOON

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.

GLOBAL WEALTH MANAGERS SURGE WITH BUOYANT AUM AND PROFITABILITY; US PRIVATE BANKING TRACKED BY NEW KPI

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.

HNW RESEARCH: WORLD'S MILLIONAIRES ACTIVELY ENGAGED WITH FINANCIAL TECHNOLOGIES

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.

HNW RESEARCH: WORLD'S WEALTH MANAGERS NEED TO WATCH OUT FOR MOMENTS WHEN THEIR CLIENTS COME "UNSTUCK"

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.

Press Releases: 2013

LAUNCH OF 2014 WEALTH MANAGEMENT DEAL TRACKER

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 TO ACQUIRE GLOBAL WEALTH STRATEGY, MARKET INTELLIGENCE AND RESEARCH CONSULTANCY SCORPIO PARTNERSHIP

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.

VISUALISING THE EVOLUTION OF WEALTH MANAGEMENT

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

URGENT NEED FOR AN ASIA PACIFIC PROPOSITION

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.

LAUNCH OF THE 2013 GLOBAL PRIVATE BANKING BENCHMARK

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

HNW RESEARCH: DIGITAL MARKETING IS A MAJOR INFLUENCER OF WEALTHY PURCHASES

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 PEOPLE RATE CHANGING THE WORLD ALONGSIDE PROFIT

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.

HELPFUL INVESTMENT TECHNOLOGIES - HNW RESEARCH

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

2013 WEALTH MANAGEMENT DEAL TRACKER LAUNCHES

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.

STEPPING INTO THE COMMUNICATION AGE - HNW RESEARCH

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.

Press Releases: 2012

THE DIGITAL WORLD OF THE FUTUREWEALTHY: HNW RESEARCH

Futurewealth report reveals rising wealthy are leaders of information age

What is the most common reason that HNWs have stayed with their primary wealth advisor?





Correct - Good portfolio performance is the primary reason that the global wealthy stay with their main wealth manager, particularly amongst the older client demographic. HNWs under the age of 40 are also encouraged to stay with a firm for reasons such as competitive pricing, company reputation and good online access.

Incorrect - Good portfolio performance is the primary reason that the global wealthy stay with their main wealth manager, particularly amongst the older client demographic. HNWs under the age of 40 are also encouraged to stay with a firm for reasons such as competitive pricing, company reputation and good online access.