Cerulli Report

Mergers and Acquisitions and Advisor Recruitment Are Top-of-Mind for Private Banks


Authors: Funds Society, Miami

  1. Cerulli’s research finds more than two-thirds (68%) of private bank and bank trust executives are considering M&A opportunities to grow and adapt their businesses
  2. Among these firms, 62% are considering acquiring and integrating a smaller firm from their channel, while 38% are considering merging with a peer of equivalent size