Webinar 1 - Enterprise Value & Transformation of Wealth Management Firms : Lessons from the U.S. Market

Date
16.12.2026
Horaire
16:00 - 17:00 AM
Lieu
Online
Participants
SAM Membres
Tarif membre
free
Language
Englisch

Presented by FP Transitions Enterprise Value, Valuation, and Succession & M&A in Wealth Management

Program

  • The evolution of U.S. wealth management firms — from national brokerage houses to highly sought-after independent RIA enterprises
  • How firms have changed across generations of ownership, from first-generation founders to third-generation owners
  • What drives the remarkable value growth of U.S. wealth management firms
  • Whether those drivers can be expected to apply to the Swiss UVV/EAM sector — and what it means for Swiss firms
  • Structuring for scalability: turning lifestyle firms into enterprises
  • Navigating succession planning to build multi-generational value
  • Mastering M&A: organic vs. inorganic growth strategies

 

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