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VISUALISING THE EVOLUTION OF WEALTH MANAGEMENT

WEALTH MANAGEMENT INDUSTRY STARTS TO VISUALISE A NEW FUTURE  

LONDON – 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. The image is a collation of feedback from the wealth management industry and HNW clients and reflects the evolving challenges and opportunities of the global private banking model.

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“This image illustrates the factors that will dictate the wealth management model of the future. Regulation, client requirements, performance expectations and data usage are among the many market forces that are driving the industry in a new direction.” said Sebastian Dovey, Managing Partner of Scorpio Partnership. “We believe the successful operators of the future will have created a balanced recipe of governance, client experience, process and content delivery.”

The picture was commissioned by Scorpio Partnership and created by Natalia Talkowska from Natalka Design.

For more information please contact:

Sebastian Dovey

Managing Partner

Scorpio Partnership

T: +44 20 7811 0120

E: seb@scorpiopartnership.com

 

Catherine Tillotson

Managing Partner

Scorpio Partnership

T: +44 20 7811 0120

E: cath@scorpiopartnership.com

Or visit us at www.scorpiopartnership.com

Scorpio Partnership is a London-based strategy and research specialist on the global wealth management industry and codifying the HNW client journey. In addition to its industry benchmarking, Scorpio Partnership’s unparalleled insight into the market is based on over 20,000 interviews with millionaires and billionaires and 10,000 professional advisors across 35 global wealth centres.  The firm has now undertaken enterprise wide client journey insight programs for 40% of the world’s largest private banking institutions. Recently, Scorpio Partnership won the 2013 award for Thought Leadership in Asia for its insight work in the region (WealthBriefing).

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