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The Hidden Factor Shaping M&A Success in Asset Management

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Learning: Unstructured

When the merger wave hits asset management, it’s more than fees, scale, and synergies at stake. In this expert panel, members of the ACT Stewardship Council reveal why cultural alignment is the hidden driver of M&A success, and how to spot red flags early. 

Discussing actionable strategies for fund selectors and asset owners, practical tips to mitigate disruption risk, and why a transparent approach to culture isn’t just an ethical consideration are: 

  • Kelly Prior, Investment Director at Marlborough
  • Mona Christensen, Head of Product at Ascot Lloyd
  • Andy Ford, Head of Responsible Investment at St James's Place 

To find out more about the ACT Stewardship Council, click here