M&A activity continues to reshape wealth management and financial advice.

But what does future hold? Will the prevailing trend of consolidation in the financial advice industry continue? Will evolving regulation threaten to stifle deals? Will the market continue to provide attractive opportunities for companies looking to grow?

Whatever the question, we have the answers.

PIMFA, in partnership with headline sponsor Grant Thornton, law firm Farrer & Co. and insurers Howden brings together, in a series of dinners, invite-only events, live webinars and podcasts scheduled over 12 months, regulators, acquirers, sellers, and PE firms to help you cut through the M&A noise and uncover the key trends, challenges, and factors shaping the M&A space in Wealth Management.

Be in the know about PIMFA’s M&A offerings

“PIMFA M&A programme offers the sector a terrific opportunity to connect with first-rate individuals, gather new ideas, and trigger some powerful lateral thinking. Time well spent!”

Anthony Turner, Partner, Farrer & Co.

What is the PIMFA M&A Programme?

Forum

A practical half-day forum for wealth management leaders, buyers, sellers and advisers exploring how to turn M&A activity into sustainable value through better integration, stronger governance, resilient operating models and smarter use of data and technology.

Networking Drinks

Join us for an informal evening bringing together buyers, sellers, investors, advisers and senior leaders from across the UK wealth management market. This is an opportunity to make new connections, exchange perspectives and discuss the trends shaping the next phase of consolidation, including succession, valuation, integration, adviser retention and sustainable growth.

Webinars

Sign up for PIMFA’s schedule of live webinars to receive actionable takeaways and essential insights delivered by experts on every stage of the M&A deal cycle.

Thought Leadership

Consume the latest insights on M&A, how and when you want. Together with our partners Grant Thornton, Farrer & Co. and Howden, our webinars, podcasts, research findings and insight papers will leave you with a clear path forward in this fast-changing environment.