2025 M&A Activity Continues at a Steady Pace
The finance world is abuzz with news of mergers and acquisitions in 2025, and it doesn’t look like it’s going to slow down anytime soon. Global wealth management and financial advisory sectors are seeing a surge in consolidation as companies look for ways to grow and evolve in today’s market.
More than 80% of wealth managers are eyeing M&A as a way to expand their services, and with good reason. The economic conditions are just right, with declining interest rates and a more favorable borrowing environment making it easier to finance deals at lower costs. This confidence in dealmaking is evident in the more than 40 deals that took place in the sector in 2023.
But it’s not just about the numbers. Mergers and acquisitions are a strategic response to the mounting pressures in the industry. Rising client expectations, stricter regulations, and rapid technological advancements are pushing companies to rethink how they operate. Consolidation offers a way for financial advisors to navigate these challenges, but it’s not the only option. There are plenty of providers out there offering services like centralised investment propositions, custody solutions, and advanced customer relationship management systems to help advisers scale up, enhance resources, and diversify their operations.
Technology is also playing a big role in the transformation of the financial advisory sector. With regulations becoming stricter worldwide, companies are turning to AI to automate tasks, deliver personalized insights, and boost client engagement. AI is expected to significantly improve operational efficiency, with companies anticipating streamlined processes and increased employee productivity. In fact, 80% of wealth managers globally see AI as a key driver of growth.
All in all, the wave of mergers and acquisitions in 2025 is not just a trend—it’s a strategic response to the changing landscape of the finance world. Companies that are prepared to evolve and adapt will find plenty of opportunities for growth in the current market conditions.
