Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Explore the forces reshaping wealth management with Dave Mason, Gilly Green and Donald Reid from Solve Partners. From the surge in private equity and cross-border acquisitions to the role of technology and AI in driving efficiency, this episode examines what’s next for the sector. Gain clarity on emerging trends, integration challenges, and how firms can future-proof their operating models in a rapidly consolidating market.

Download their white paper here: https://solvetogether.co.uk/insights/consolidation-whitepaper/