Highlights from our Wealth Management report:
- Wealth Management M&A remained healthy in 2024, with deal volume up 7% year-over-year. Firms with $100M–$750M in AUM drove the majority of acquisitions.
- The sector remains very attractive to Private Equity. PE-backed RIA acquirers continue to dominate M&A activity, accounting for 80% of transactions in 2024.
- Firms are increasingly integrating estate planning, trust administration, and tax preparation into their services, meeting the growing demand from high net worth ("HNW") clients seeking comprehensive financial solutions.
- Nearly two-thirds of U.S. asset growth since 2011 has been in the high net worth and ultra-HNW markets, while independent firms are capturing market share traditionally dominated by wirehouses and private banks.
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DISCLAIMER This presentation is intended for information and discussion purposes only and does not constitute legal or professional investment advice. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of Harbor View Advisors, LLC (“HVA”). The information in this presentation was compiled from sources believed to be reliable for informational purposes only. HVA does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented.
