Boutique Wealth Managers
topic on 1 show · 1 statements across 1 episodes
1 statements about Boutique Wealth Managers, every show
Roth: Wealth boutiques owned by PE or banks cannot remain boutiques
“This is part of the challenge that will happen with consolidation, which is you can't be a boutique owned by P.E., owned by a bank, and still be comfortable that you're gonna still play just beneath the surface, because scale matters in those firms.”