Consolidation in Wealth Management
Can prudent consolidation balance synergies for wealth managers with positive consumer outcomes?
Our latest research in partnership with FoxRed Insight and sponsored by SEI offers a strategic view for successful consolidation in Wealth Management. The report is based on extensive research conducted between October 2024 and March 2025, including two senior leader roundtables, 42 qualitative interviews, a survey of 75 firms and detailed desk research.
The report covers how consolidation is unfolding in wealth management including deal structures, acquisition processes and common pitfalls. Also, what successful consolidation looks like, with a focus on best practice, strategic principles and future-ready operating models.
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