M&A in the Wealth Management Industry

On March 26, 2025, the Swiss Cooperative for Wealth Managers (SCWM) held a work session for its members in Zurich. Christian Koller spoke about M&A in the wealth management industry. The presentation highlighted practical areas such as choosing the right transaction structure, due diligence, purchase price structuring as well as the solicitation of relationship managers, and also addressed regulatory aspects. If you are interested, you can find the presentation at this link.