Wealth Management
Optimize Technology to Support Your Client Segmentation Strategy
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Jared F. Baucom
Managing Director, Global Sales & Marketing
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Bridge the Age and Wealth Gap
Create a Service Model to Tailor Offerings to any Client Profile
Whether it's an organic or inorganic growth strategy, Cerulli can help you prepare for the future with a complete picture of where wealth is today, where it will be tomorrow, and the service models needed as wealth changes hands.
Economies of Scale
Leading wealth management firms have been actively acquiring and investing in scalable technology and product solutions while building service structures that cater to clients across the entire wealth spectrum.
Unified Advisory Platform
Our research finds that by having integrated business lines (i.e., private banking, trust, brokerage, asset management, investment and commercial banking) and back-end operating systems, banks can maximize their potential as a one-stop shop for nearly every financial services need clients may have.
Mergers & Acquisitions
Demand for services continues to grow in the wealth management space while fees have remained relatively flat. Wealth managers need greater efficiency and resources to invest in improving client experiences and integrating services. As a result of these competitive dynamics, more scaled and integrated firms that can provide seamless and comprehensive financial services experiences for their clients have begun to gain momentum. Firms are looking to merger and acquisition opportunities to achieve scale and sustainably compete in the race for assets.
By the numbers
The top-three goals driving M&A strategies among bank executives
More than two-thirds (68%) of banks are actively considering M&A, and 53% indicate they are actively recruiting advisors or teams from other firms.
62% of banks and trust companies considering M&A are considering acquiring and integrating a smaller firm from their channel, while only 38% are considering merging with a peer of equivalent size.
Learn more about how we can help you.
Cerulli can help you benchmark your service offering, understand emerging trends in technology adoption, and help you address gaps in your offerings.
Learn More
Wealth Management
Subject Matter Experts
Chayce Horton
Senior Analyst
Bio →
Chayce Horton
Senior Analyst
Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.
Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.
Full biography here.
Asher Cheses
Director
Bio →
Asher Cheses
Director
Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.
Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.
Full biography here.
Donnie Ethier
Senior Director
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Donnie Ethier
Senior Director
Donnie Ethier is the head of Cerulli Associates’ Wealth Management practice. The Wealth Management practice is dedicated to helping clients proactively adapt to retail financial advice and planning trends, including the high-net-worth markets. Donnie oversees the practice’s annual research agenda and is a core contributor to consulting engagements, syndicated research, and the The Cerulli Edge—U.S. Advisor Edition.
Since joining Cerulli in 2012, Donnie has led several practices and research initiatives including the Wealth Management, High-Net-Worth, and Annuity practices. Prior to joining Cerulli, Donnie held roles at Sun Life Financial and Sun Life Financial Distributors for eight years focusing on market and distribution strategy, product development, competitive intelligence, and professional development.
Full biography here.
Matt Zampariolo
Analyst
Bio →
Matt Zampariolo
Analyst
Matt is a member of Cerulli’s Wealth Management practice, specializing in research across the high-net-worth and ultra-high-net-worth investor markets, including private banks, trust companies, RIAs, and multi-family offices. As an analyst, Matt provides support to the firm’s high-net-worth research team, assisting in the production of two annual reports and a variety of strategic consulting projects.
Prior to joining Cerulli, Matt worked as a financial analyst within Goldman Sachs’ multi-family office, based in Saratoga Springs. He graduated from the University at Albany with a degree in Economics.
Full biography here.
You may also be interested in:
- Annual report
- The Cerulli Edge
