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The External Asset Management (EAM) sector has started to change dramatically. The pressure of regulatory changes, increased costs, organic growth challenges and requirement for adapted investment offerings have accelerated M&A amongst EAMs considerably in the past 12 months, and we expect this trend to continue in the coming months and years.
We are hosting external asset management events (Lugano 28th of September, Geneva 29th of September and Zurich 26th of October) and will highlight key learnings from recently announced M&A transactions, as well as key considerations for market participants to take advantage of current sector dynamics.
We will have the pleasure to welcome selected leaders from the industry who will share their perspective regarding their recent landmark M&A transactions, and will share key learnings and recipes for success with us.
To view the full program and register, please click here.
If you would like to discuss more on the above topics, please do reach out to our key contacts below.
Key contacts
Jean-François Lagassé – Managing Partner, Financial Services Industry, Switzerland
Jean-François is the Swiss Financial Services Industry Leader and a Partner within Deloitte Switzerland’s Financial Advisory business. He also leads our Global Wealth Management segment and is a member of the Swiss Executive. He has more than 20 years of professional experience in the field and has worked in the United States, Canada and Switzerland. Jean-François has successfully completed numerous M&A advisory and valuation mandates in sectors such as financial services, technology and telecom industries.
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Anthony West- Head of Corporate Finance and FSI M&A – Switzerland
Anthony leads the end-to-end M&A services proposition in Switzerland within Financial Services, while at the same spending most of his time overseeing the FSI Corporate Finance Advisory practice in Switzerland. Anthony joined Deloitte in 2012 and has been active in Financial Services M&A for over 25 years. Prior to joining Deloitte, Anthony was a Partner at a leading M&A boutique and before that was part of the FIG teams at Morgan Stanley and Credit Suisse Investment Bank, both in London, where he was responsible for coverage of the DACH region.
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Jean-Philippe Fiot – Director FSI M&A – Switzerland
Jean-Philippe is a Director in our M&A advisory team and has over 12 years of industry experience. Jean-Philippe has advised on a broad range of M&A transactions across the banking, wealth and asset management sectors in Switzerland and internationally. Prior joining Deloitte, he has worked for an investment banking boutique in the UK.
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Daniel Schaaff – Director FSI M&A – Switzerland
Daniel is a Director in our Swiss M&A advisory practice focusing exclusively on the assessment, structuring and execution of mergers, acquisitions, disposals and joint ventures within the financial services industry. Daniel has advised on a broad range of M&A transactions, with a strong focus on the asset and wealth management sub-sectors, including private banking and business services outsourcing (BPO) providers, both in Switzerland and internationally. Prior to joining Deloitte, Daniel worked for an investment banking boutique in London and the in-house M&A team of a leading Swiss bank in Zurich.
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Lena Woodward
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