Here are 4 topics covered in the report and much more:

  1. Asset managers pursue scale and specialization – Major acquisitions are expanding firms’ global reach and adding capabilities across ETFs, fixed income and alternative investments.
  2. Growth capital powers wealth management expansion – Minority investments and strategic partnerships are supporting technology, advisor recruitment, acquisitions and geographic growth while preserving firms’ leadership and independence.
  3. Public-market valuations remained highly differentiated – Investment-management median 2026E EV/EBITDA multiples range from 8.0x to 16.6x, while fintech subsectors range from 10.0x to 14.9x.
  4. Uncover market insights and global trends – Explore the ‘Notable Transactions’ shaping private and public markets, alongside sector-specific insights from ‘Public Markets Trends’.
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