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Scorpio Partnership
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Insight and research on what wealthy investors are really like.
Insight and research on what wealthy investors are really like.

87 followers
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Scorpio Partnership's posts

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We live in a world of data-driven decision making – and yet, those who need it most rarely have access to see the full picture. What could digital transformation and data democratisation spell for your business?

Read more in our latest Ultra:
http://www.scorpiopartnership.com/opinion/blog/a-data-with-destiny/


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Wealth mangers’ knee-jerk reaction is to shy away from client experience and benchmarking discussions – but why? Read on to find out how both can deepen competitor understanding, enhance existing propositions and demonstrate commitment to clients.

Read more in our weekly Ultra newsletter: http://ow.ly/cgjU308WQSo


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UBS has spotted a significant opportunity with wealthy women. While it is encouraging to see organisations such as UBS beginning to target women more specifically, the industry as a whole needs to be more conscious of how it frames its approach. Read on to hear more about UBS’ strategy and how to genuinely appeal to this segment.

Read more in our latest Ultra:
http://www.scorpiopartnership.com/opinion/blog/future-female-ubs/



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How well do you know your clients? Alex Johnson, Scorpio Partnership’s CX guru sheds light on the importance of innovation in client experience, and the client insight data trends we can expect to see in 2017. Find out more in our latest vlog: https://www.youtube.com/watch?v=pQftDTSpN3g 

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SCALING THREE EIFFEL TOWERS: REGTECH AND THE VIEW FROM THE TOP

The rise of RegTech is a significant one for wealth management. According to high net worth customers, ensuring firms have secure technologies to keep their money safe is a top priority on the regulator’s agenda. But while regulation delights customers, it can put a strain on banks. So, does RegTech have the potential to turn this into a win-win situation?

Read more in our latest Ultra:
http://www.scorpiopartnership.com/opinion/blog/scaling-three-eiffel-towers-regtech-view-top/


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Along with Prime Minister Theresa May's announcement about Britain's likely withdrawal from the single market, came concerns about the continued role of MiFID II post-Brexit. If this happens, MiFID II will no longer solely be an initiative set on driving increased consumer protection and transparency across the industry. It will also represent an important foundation for wealth and asset managers’ interest in maintaining some degree of unhindered access to the European Economic Area (EEA). Read more in our latest Ultra: https://lnkd.in/ePSwxJf 

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If 2016 marked the start of Asia’s age of consolidation, then in 2017 two items will be high on the agenda for those firms striving to survive: Talent and Technology. Read more about Asian Wealth Management's focus on the Two T's in our latest Ultra: https://lnkd.in/eRu-J44 

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One word to sum up 2016? Eventful. In this week's Ultra, we explore the political, social and financial sea change of the past year and highlight the numerous loose ends that will need to be tied up in 2017... https://lnkd.in/dSr6Gsm 

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The political and financial turmoil of 2016 has actually opened up an opportunity for the industry to re-examine the decision-making processes of investors, both in their conversations with advisors and with their interaction on digital platforms. Read more in our latest Ultra newsletter: http://ow.ly/ABxy307g0sL 

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Donor-advised funds are a popular tool for HNW and UHNW donors, allowing them to allocate assets to philanthropic giving when assets become available, yet make decisions about specific beneficiaries over time. Read more in National Philanthropic Trusts’ latest report: http://ow.ly/g6tD3075JPx 
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