Consolidation in Wealth Management
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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About the Authors
Donald has more than 40 years experience in financial services and Wealth Management. He was one of the founders of Solve Partners, a specialist wealth and asset management consultancy that was launched in 2023, and prior to that was Group COO at Tilney Smith & Williamson (now Evelyn Partners) from 2010. There he led on the due diligence and integration of several large scale acquisitions,
as well as significant transformational change. He previously worked in Finance and Operational roles at UBS Wealth Management, and Barclays.
as well as significant transformational change. He previously worked in Finance and Operational roles at UBS Wealth Management, and Barclays.
Gilly has more than 35 years in the wealth management industry. She runs her own business providing advice to wealth firms and mentoring senior individuals. Most recently Gilly spent 12 years as the Head of the Wealth Management & Private Banking practice at global management consultancy Sionic (now Davies), and in prior years has worked both as a practitioner and in technology firms. Gilly is also an NED for an advice-led wealth management firm and has a breadth of experience advising on M&A, client service improvement, digital, business efficiency and people performance enhancement.
