Roundtable series: Wealth management hot topics

The wealth management sector is an exciting and dynamic sector, marked by ongoing consolidation and a shifting regulatory landscape. At Simmons, we are at the forefront of this dynamic environment, actively advising on numerous M&A transactions for both buyers and sellers. Our support extends beyond deal-making, helping clients manage integration, drive organic growth, and adapt to regulatory developments.

Sector Expertise

Wealth management sits at the very core of our Firm, spanning our two largest sectors: Asset Management & Investment Funds and Financial Institutions. Our team includes sector specialists across all key areas, ensuring clients benefit from deep expertise and practical insight.

Collaborative Forums

We host regular Wealth Management Roundtables for senior legal and compliance professionals. These sessions provide a valuable forum for sharing updates, exchanging experiences, and building peer connections.

We ensure we continue to cover the key hot topics for the Wealth Management sector, in dialogue with our attendees.

Read our hot topics 2025 document here.

Read our hot topics 2024 document here.

For more information or to register please click on the button below.