boutique wealth managers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2025 by Evan Roth · across every show →
Everything said about boutique wealth managers, oldest first
Feb 24, 2025 bearish
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.”