Private Equity, Tech and the Future of Wealth Management
Episode 25, part 2 from SBR’s ‘The Growth Workshop Podcast’
31 min podcast
About this episode
Explore the forces reshaping wealth management with Dave Mason, Gilly Green and Donald Reid from Solve Partners. From the surge in private equity and cross-border acquisitions to the role of technology and AI in driving efficiency, this episode examines what’s next for the sector. Gain clarity on emerging trends, integration challenges, and how firms can future-proof their operating models in a rapidly consolidating market.
Available anywhere you usually listen to podcasts
Speakers
Business Advisor at Solve Partners
A highly experienced wealth management advisor and former consulting leader with 30+ years’ experience helping boards, executives, and individuals improve performance through strategic transformation, governance, M&A, digital change, and people‑led leadership.
Co-Founder and Non Executive Director at Solve Partners
A senior wealth management and financial services leader with 35+ years’ sector expertise, extensive C‑suite and board experience, a strong governance and risk mindset, and a proven track record leading large‑scale transformation, acquisitions, and people‑led change.
