The Findings
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WHEN ARE ADVISORY FIRMS READY TO SELL? WHAT IS DRIVING THEIR SUCCESSION PLANS AND WHAT KEY FACTORS CAN BREAK THE DEAL, PRE AND POST TRANSACTION?
Expert: David Swanwick and Joe Blackburn of Dimensional Investors. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
25 November 2021
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The use of private market funds by sophisticated private investors is on the verge of becoming mainstream.
Expert: Nick Rosenblatt, Wealth Management Proposition Leader, Mercer Joined by Adam Harrison, Chief Commercial Officer, Titanbay. Facilitator: Gilly Green, Sionic
18 November 2021
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Build, buy or partner what strategy is winning? What impact is M&A having on innovation?
Expert: John Chapman. Facilitator: Adam Jones, Redington
11 November 2021
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Digital financial communication, planning & shopping. Combining the entire adviser experience on a single integrated platform
Expert: Mark Trousdale, InvestCloud. Facilitator: Paul Miles, Silverback Consulting
11 November 2021
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If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021