Wealth Management: M&A Opportunities and Operational Realities
Hosted by Kreso Marusic & This Week in Fintech
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About Event
Wealth Management: M&A Opportunities Meet Operational Realities - a conversation with operators in the wealth management space on how to meet the challenges of value creation through both revenue growth and operational efficiencies. A gathering of WealthTech founders, PEs, consulting partners, finance operators, and wealth advisors, all joining this conversation,ant two panels and a networking event afterwards.
Guest speakers are senior leads from Corient, Heidrick, Alliant, EY, Avantos and see6. Details to follow this week!