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...
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