Wealth Management M&As: Sink or Swim?

April 19, 2010

As sentiment among wealth managers shifts, more capital has become available and companies right-size, banks, trust companies, wealth managers, and bank brokerages that are in a strong position to expand into a new market and acquire new units, will do so. But it is also the moment when companies without the capital-and stability-will get left behind. "If you can be bold, you can make acquisitions now," said Alois Pirker, research director at Aite Group. "If you're weak to start out, it will be hard to expand."

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