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

About this episode

This episode explores the forces reshaping wealth management with insights from industry experts.

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/

People in this episode

Guests: Dave Mason, Gilly Green, Donald Reid

Topics covered

• wealth management
• private equity
• technology
• AI
• emerging trends
• integration challenges
• operating models

Keywords

• wealth management
• private equity
• technology
• AI
• emerging trends
• integration challenges
• future-proofing

Mentioned in this episode

Organizations: Solve Partners, Southwestern Family of Companies, Southwestern Family of Podcasts, solvetogether.co.uk

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