Wealth management M&A: Integration is the competitive advantage

Mergers and acquisitions are reshaping UK wealth management at an unprecedented pace. Research shows that in 2024, deal volumes outpaced the previous three years combined, and pace hasn't slowed, with more than 75% of firms planning to make acquisitions this year. But it's not all good news. While the data shows the industry is consolidating, many firms aren't hitting the mark when it comes to the operational integration that's needed to unlock true value.  Without integration, consolidation is just accumulation. Bringing businesses together under one roof without aligning them under ...