The asset and wealth management industry is undergoing significant change. How can you stay relevant?

20 November 2017

Download our report.

The asset and wealth management industry is undergoing exponential change. Scale alone isn’t enough to sustain long-term growth as the market becomes increasingly disrupted and demanding. That’s why deal horizons are expanding. What are the new realities and new rationales driving the upturn in M&A? How can you use M&A to boost competitive relevance in this fast shifting marketplace?

Customer expectations, relative purchasing power and regulatory change have set off a period of rapid upheaval in the asset and wealth management (AWM) industry. How can M&A help your business to keep pace?

Four key drivers that are reshaping the AWM market

Our latest report focuses on four key drivers that are significantly reshaping the asset and wealth management landscape and are set to make 2018 a record year for M&A. These four drivers are:

Driver 1

Investors increasingly have the power

Against a backdrop of regulatory change and investor choice, fees and margins are declining across the asset and wealth management industry (AWM ). Asset and wealth managers are under increasing pressure to respond to these changing market realities as cost cutting alone can only go so far in sustaining revenues and bolstering margins.

Driver 2

Demand for passive and alternative strategies is growing

Nowhere is the pressure to justify fees being felt more intensely than among active fund managers – what can they offer above and beyond what’s available from a passive fund and is it worth the charges?

Driver 3

Technology is set to disrupt all areas of the AWM industry

Asset and wealth management (AWM ) is less insulated from the disruptive impact of technology than many industry leaders assume. Developments present some threats, but also huge opportunities for innovation and differentiation.

Driver 4

New opportunities are emerging

New opportunities for profitable growth are emerging. Asset and wealth managers are filling financing gaps that have emerged since the global financial crisis. They’ll continue to provide capital for new types of real assets and new forms of corporate financing, learning new skills as they do so. They’ll also play a vital part in bridging the retirement savings gap.

Our report explores how these four drivers are transforming the asset and wealth management market and shaping the M&A marketplace. M&A can help you to sustain competitive relevance in this new and unfamiliar landscape, not just in the short-term, but also in laying the foundations for long-term profitability and growth. Find out more and download our full report.

If you want to discuss any issues affecting your company or set up a meeting please contact one of us:

Robert Mellor

Steve Jones

We hope you enjoy reading the perspectives and insights shared.  

Robert Mellor |  Partner, Asset and Wealth Management Tax,
Profile | Email | +44 (0)20 7804 1385

 

Steve Jones |  Partner, Asset and Wealth Management Deals,
Profile | Email | +44 (0)20 7804 9367

 

Twitter
LinkedIn
Facebook
Google+

Comments

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been saved. Comments are moderated and will not appear until approved by the author. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

Comments are moderated and will not appear until the author has approved them.