Scorpio Partnership @whatwealthneeds

Scorpio Partnership provides customer insight, research and consulting to the global wealth management industry. scorpiopartnership.com United Kingdom Joined December 2009

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Scorpio Partnership @whatwealthneeds

6 years ago

“If you thought you were working hard before you go into an exit, at exit stage you’re working double that... By the time you sell, you’re totally exhausted." No wonder so many end up overlooking their personal wealth plans. Read their stories here: ow.ly/5MLW50xcc1A

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Scorpio Partnership @whatwealthneeds

6 years ago

Entrepreneurs are known for their networking skills but could an over-reliance on personal connections rather than advisors harm their business exit success? Only 19% who exited their ventures had a plan in place to protect their wealth. Read more here: ow.ly/UyDo50xcbML

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Scorpio Partnership @whatwealthneeds

6 years ago

Angel investors know a thing or two about picking winners, so how do they choose which firms have strong financial potential? Find out more in the new @ArbuthnotLatham and @Aon_plc study, Unfolding the key to success: ow.ly/HFRo50xcbzd

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Scorpio Partnership @whatwealthneeds

6 years ago

In the UK, how business owners manage their investments and plan their eventual exit is highly influenced by if they have a family history of entrepreneurship or are a ‘self-starter’. Read about this & other insights in the new @ArbuthnotLatham report: ow.ly/D6OG50xcbn6

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Scorpio Partnership @whatwealthneeds

6 years ago

Only 22% who have been through it say they were perfectly happy with their business exit; 59% would have sold at a different time. Learn more about what makes the difference in @ArbuthnotLatham & @Aon_plc's new study ow.ly/gViU50xcbhg

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Scorpio Partnership @whatwealthneeds

6 years ago

“You can have a great product and a great market, but if the people aren’t right – it’s never going to work”, says Paul Ettinger, one of the founding team behind Caffè Nero. Read fresh insights from @ArbuthnotLatham & @Aon_plc in our Business Exits Report ow.ly/H0eq50xcb7L

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Scorpio Partnership @whatwealthneeds

6 years ago

In business, just as in life, it’s not easy to let go of something you love. Even though 35% of entrepreneurs say they would cease all ties with their firm once they exit, 83% remain connected. Learn more from @ArbuthnotLatham & @Aon_plc's new research: ow.ly/Jo9350xcb4p

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Scorpio Partnership @whatwealthneeds

6 years ago

We often hear that “entrepreneurs never really retire”. In the UK an exit is a chance for business owners to step up rather than step away. Pre-exit 43% expected to cease all business activities; after, just 8% do. Find out more in @ArbuthnotLatham and @Aon_plc's new study.

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Scorpio Partnership @whatwealthneeds

6 years ago

What do UK entrepreneurs who have exited their businesses wish they had done differently? Well, more than a quarter would have had a better strategy for finding the right buyer. Find out more in @ArbuthnotLatham and @Aon_plc's new report. ow.ly/WdVq50xcaJa

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Scorpio Partnership @whatwealthneeds

6 years ago

There is a disconnect between expectation and reality on business exits. Entrepreneurs assume their decision to leave their firms will be for personal reasons; but their rationale is more pragmatic. Find out in @ArbuthnotLatham & @Aon_plc’s new report: ow.ly/QNQG50xcavK

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Scorpio Partnership @whatwealthneeds

6 years ago

#Investors are willing to accept a role for artificial intelligence in their wealth management relationships. Download the latest @Appway report to find out for which interactions they would accept a human not being involved bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

How do you learn the right innovation lessons from Big Tech? Our latest research with @Appway reveal the #GAFA business models #HNW clients want their wealth firms to replicate – and those they don’t. Find out who comes top here: bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

Having access to tax efficient products is the number one priority for UK #HNW investors according to our latest research. So which parts of the investment offering do they care less for? Find out in the latest research completed for @Appway: bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

India’s HNW clients prioritise self-service capabilities in wealth management more than dedicated time with a human advisor. Download the latest research from @Appway to find out more: bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

When assessing their wealth manager’s offerings, #HNWs in Germany are most likely to focus on ease of access to invested capital. Learn more about what makes German clients tick here: bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

Having access to tax efficient products is the number one priority for US #HNW investors according to our latest research. So which parts of the investment offering do they care less for? bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

#NextGen does things differently – 40% of young investors scrutinise the impact investment offering from their wealth firms. They are four times more likely to do this than older clients. Learn more from @Appway and Scorpio Partnership’s new research: bit.ly/2J7mdd1

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Scorpio Partnership @whatwealthneeds

6 years ago

What are HNW clients’ top five priorities for #digital transformation in #wealth management? 38% want to see fully digital-enabled account opening. Find out more in @Appway's new report ow.ly/UEky50wMU4b

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Scorpio Partnership @whatwealthneeds

6 years ago

Digital transformation is an urgent challenge for wealth managers today, with #HNWs over 70 exhibiting just as voracious an appetite for #digital as younger clients ow.ly/UQlK50wMZ0f