Insight
Delivering confident change
Whether it be a technology transformation, operational change or a merger or acquisition, wealth management leaders share how they manage and thrive in changing times
Merging Success: Bold Leaders
Bold leaders thrive through change.
In our video series, wealth management leaders from the U.K. and U.S. share their perspectives and experiences on how to approach, implement and manage both the infrastructure and cultural side of change with an eye on the future.
Our contributors include:
- Kristen Bauer, CEO, Laird Norton Wealth Management, on what makes a successful leader during times of change.
- Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management, on how you prepare for change and ensure alignment across an organization.
- Justina Lai, Chief Impact Officer, Laird Norton Wealth Management and Wetherby Asset Management, on how to integrate culture and technology.
Interested in learning more?
Explore our series.
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Building strength through unification.For many firms, the route to expansion and transformation is through M&A. We discuss how today’s firms are not only using M&A to expand, but to diversify and modernize.
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Evaluating technology within M&A strategiesThree technology questions the wealth management industry should ask in mergers and acquisitions (M&A) deals.
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