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Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.
Sanctuary Wealth, which is majority owned by Italian asset manager Azimut Group, also recently signed an agreement with New York-based Kennedy Lewis Investment Management to secure $175 million of financing.
A number of advisors at various stages of growth speak about the top challenges they face trying to get their businesses to the next level—and a common theme stands out.
Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms.
