The recent trend of mergers and acquisitions in the global wealth management industry is likely to continue in the wake of spiralling costs, uncertain markets and increased regulation. Some firms are looking to exit non-core clients and markets while others are looking at ways to enter new markets or achieve scale in existing markets that will enable them to compete.
Rebase can help you to define your acquisition/disposal strategy, realistically assess the value it will create and identify a shortlist of targets. Post-transaction we can help you with integration planning across different work streams: clients, people, operations and technology to deliver maximum benefit and value.
