Private equity influence on wealth management is big and getting bigger
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The 38 direct PE investments in wealth management last year compares to 23 in 2020 and 11 in 2019. Now PE is eyeing the wealthtech space.
With 2021 marking another year of record-level consolidation in the wealth management industry, the latest research from Echelon Partners takes a deep dive into the “changing dynamics across every part of the wealth M&A ecosystem,” including the growing influence of private equity.
Echelo
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