M&A insights - How asset and wealth managers can remain competitive - Webcast replay


Webcast details

In today’s ever-changing environment, asset and wealth managers are responding to industry challenges by implementing new strategies to remain competitive. In this recorded webcast, our specialists discuss how an M&A transaction can be a solution for complex challenges such as changes in distribution, shifts in investor preferences, pressures of regulatory changes as well as keeping expense ratios low while dealing with increasing compliance and customer acquisition costs and shrinking margins.


  • Samiye Yildirim, US M&A leader, asset and wealth management
  • Arjun Saxena, Strategy and DOL platform leader, asset and wealth management
  • John Siciliano, Global strategy leader, asset and wealth management
  • Thomas Groenen, International tax partner, asset and wealth management

Who should attend?

Professionals in the asset and wealth management industry, and private equity, banking, and insurance professionals interested in M&A activity in the asset and wealth management industry.

Webcast contact

Please contact Emily Domeyer with any questions regarding this event.

CPE credits

NOTE: CPE was awarded for participation in the live event on June 6, 2017. This is now a recording. Viewing this recording does not qualify for CPE.

Please note that CPE credit can only be given to individuals who remain logged into the LIVE webcast and respond to the polling questions provided during the webcast. If you are viewing this webcast in a group, everyone in the group can receive CPE Credit. Also, those who dial in via telephone are NOT eligible for CPE credit. Please note that this is a NASBA (not PwC) requirement.

Find answers here to frequently asked questions concerning CPE webcast participation.


Contact us

Beth Paul
US Strategic Thought Leader, National Professional Services Group

David Schmid
IFRS & US Standard Setting Leader, National Professional Services Group

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