The integration trap: Five questions wealth managers should be asking

A practical lens for leaders navigating integration

clock • 4 min read

Barry Frame sets out five key questions wealth managers should be asking on integration…

UK wealth management M&A hit a record £20bn in 2025, and dealmaking has continued at pace into 2026, with billion-pound transactions and cross-border acquirers increasingly setting the tone.  The consolidation logic is well understood: scale brings efficiency, distribution, and pricing power.  What is consistently underestimated, however, is the role technology plays in determining whether a deal creates lasting value or prolonged disruption.  SEI's research into post-merger integration found that even where firms judged synergy targets to be "broadly" achieved, the time and cost r...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

When compliance becomes abundant

When compliance becomes abundant

If you create the record, bank the benefit

Matt Lynch
clock 30 September 2026 • 6 min read
Compliant by design: Why assurance transcends compliance...

Compliant by design: Why assurance transcends compliance...

... and belongs embedded within the advice process

Brian Wagner
clock 29 September 2026 • 4 min read
Forget calendar-bound catch ups - AI has turned advice into an ongoing conversation

Forget calendar-bound catch ups - AI has turned advice into an ongoing conversation

'AI means good conversations with clients no longer wait for a scheduled moment to happen'

Alan Crook
clock 28 September 2026 • 3 min read