Wealth Management Market Updates

Houlihan Lokey is pleased to present its Wealth Management Market Updates.

Our dedicated team has an extensive level of experience in the wealth and asset management sectors, specializing in M&A for wealth managers, their assets, and manager contracts. In the past five years, we have transacted or transferred more than $125 billion in assets under management.

We hope these reports will spark new ideas and new conversations, and we would welcome the opportunity to discuss these themes with you in more depth. Please reach out to any of the contacts below to discuss.

Fall 2021
Wealth Management Quarterly Updates Fall 2021Download*
Summer 2021
Wealth Management Market Update—Summer 2021Download*
Spring 2021
Wealth Management Market Update—Spring Q1 2021Download*

*The file is an Adobe Acrobat PDF. If you experience difficulty opening the downloadable file, you may need to download the free Acrobat Reader.


Eric Weber Managing Director
Christian Kent Managing Director
Alexandra Lebenthal Senior Advisor
Charles Hibbs Senior Vice President

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