In Q1 of 2022, Fidelity’s Wealth Management M&A transaction report listed 58 deals, up 26% from this time last year. But with recent inflation set to transform the environment in favor of acquirers with more capital and earnings power, it’s going to become much more difficult to be a buyer.

But that doesn’t have to mean putting up the biggest multiple. Working with an outsourced Chief Investment Officer (OCIO) can create a massive and unexpected advantage for firms looking to buy.

 In this whitepaper, you’ll learn:

• How OCIOs drive higher client retention
• How to seamlessly transition clients from one firm to another while maintaining exceptional levels of service
• How to turn asset management into both a compelling value proposition and a hedge against business risks