PIMFA Webinar: M&A in Wealth: Trends and Predictions in 2025

With over 25 years experience in fs B2B marketing I am passionate about using marketing to power growth. My career spans sectors including operations, technology and asset management and experience across the marketing mix including communications and marketing strategy.

I care deeply about SEI’s culture and community supporting diversity and inclusion. As the Executive Sponsor for SEI’s UK Graduate Programme I am committed to supporting the careers of the future generation of SEI employees, I serve on SEI’s Global Women’s Network board and externally on PIMFA’s Diversity and Inclusion committee.

Daniel Jones is the Head of Mergers and Acquisitions at Succession Wealth, responsible for executing and overseeing the Company’s M&A strategy, from origination to closure, including the due diligence process.

Before Succession Wealth, Daniel was a member of PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell sides.

Before joining PwC, Jones ran his own brokerage for more than four years.

Graduating from the State University of New York in 1992, I joined the UK financial services in 1995 as a Coordinator with Prudential for the Universities Superannuation and Teachers Pension Schemes. I soon qualified as an Independent Financial Adviser and immediately specialised in Pre and Post retirement planning, tailored tax-efficient investment solutions and Employee Benefits structures on behalf of a diversified group of clients; ranging from private individuals to charities, partnerships and limited companies.

My technical expertise in this extremely complex and legislated sector has given my clients trust and confidence in me and the strategies I’ve recommended. I have also gained significant experience working in the Corporate Employee Benefits sector and ensuring my clients are sufficiently prepared for Pensions Reform and Auto-Enrolment.

Specialities: The establishment and management of Private and Corporate Retirement Solutions, Employee Benefits, Private Client Wealth Management and Investment Solutions.

I lead the Financial Services Due Diligence team at RSM UK. I am based in London but my team provide coverage across the UK. I specialise in performing Financial Due Diligence on businesses across the Financial Services industry. Prior to RSM I spent 7 years in M&A at EY, 5 years at Barclays, and qualified as a chartered accountant at KPMG after 3 years in Banking Audit.

Specialties: Financial Services, Banking, Wealth and Asset Management, Credit Management, NPLs, Financial Analysis, Financial Modelling, Strategic Projects

I lead the Financial Services Due Diligence team at RSM UK. I am based in London but my team provide coverage across the UK. I specialise in performing Financial Due Diligence on businesses across the Financial Services industry. Prior to RSM I spent 7 years in M&A at EY, 5 years at Barclays, and qualified as a chartered accountant at KPMG after 3 years in Banking Audit.

Specialties: Financial Services, Banking, Wealth and Asset Management, Credit Management, NPLs, Financial Analysis, Financial Modelling, Strategic Projects