Asset and wealth management deals insights

Sustaining Relevance

The disruptive new realities driving the deal surge in asset and wealth management

M&A can help sustain competitive relevance in this new and unfamiliar landscape 

Customer expectations, relative purchasing power and regulatory change are driving a period of rapid turmoil in the AWM industry. How can M&A help you to keep pace?

As the asset and wealth management (AWM) industry goes through exponential change, scale alone isn’t enough to sustain long-term growth in an increasingly disrupted and demanding asset and wealth management market. That’s why deal horizons are expanding.

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Four key drivers that are reshaping the AWM market

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? We’ve identified four key drivers that are reshaping the AWM market.

Title: Four key drivers that are reshaping the AWM market
 
Copy: 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? We’ve identified four key drivers that are reshaping the AWM market.
Title: Four key drivers that are reshaping the AWM market
 
Copy: 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? We’ve identified four key drivers that are reshaping the AWM market.

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.

Buyers` market

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?

Outcomes matter

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.

Digital technologies

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.

Filling the financing gap

Contact us

Stephen Jones
Partner, Transaction Services
Tel: +44 (0) 20 7804 9367
Email

Robert Mellor
Partner, Asset and Wealth Management tax
Tel: +44 (20) 7804 1385
Email

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